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Title: Administrator
Type: Permanent
Hours: Full Time (Monday Friday)
Location: Inverness
Salary: £25,000 - £26,000
Sector: Investment & Financial Services
Details:
Our client is looking to appoint an experienced Administrator on a full time permanent basis to be based in Inverness. The aim and purpose of the role is to provide administrative support to the Directors and clients. Previous experience of the Financial Service Sector is not essential but our client is ideally looking for experience of a professional services environment such Accountancy, Legal or Property.
Specific duties include:
- Assist in the day to day management of the Client bank for the Inverness Office.
- Work with, report to and provide back up to Directors and develop a working relationship with their clients.
- Answer telephones, speak with clients in a polite and respectful manner.
- Ensure all administration incorporates efficient recording and checking of any client detail changes.
- Act on email instructions via the Directors, received from clients.
- Keep abreast of CPD as required by Compliance.
- Assist in ensuring that data maintained on behalf of clients is up to date and that adequate records are maintained.
- Obtain an in-depth knowledge of the services offered to clients by the company for portfolio maintenance.
- Provide clients with all relevant information in a timely manner, as long as the timing of that information is within the control of the individual.
- Ensure that information provided is clear, fair and not misleading.
- Attend regular or ad hoc company presentations/meetings as required.
- Collate & prepare Valuations bi annually and when necessary and to assist if needed in the calculation of fee invoices to send with the client valuations.
- Assist the Team in the collation of Money Laundering documentation.
- Skilful and comprehension use of Excel, Word and Volume.
- Assist with written communication to clients, accountants, solicitors and other professionals with regard to client holdings.
- Liaise the Back-Office Teams.
- Assist with Scanning and Filing.
- Provide constructive input to idea flow.
- Compilation of performance figures against benchmarks.
- Prepare Performance Reports for the Directors, provide analysis and check for accuracy.
- Providing accurate valuations for the Directors ahead of client meetings.
Educational/Experience Requirements:
Personal Specification and Competencies:
Initiative:
- Capable of taking responsibility for own work and actions and can show initiative and resourcefulness.
- Able to work with a degree of day to day autonomy.
Communication:
- A high level of written and verbal communication skills and the ability to communicate well at all levels in a clear, appropriate and timely fashion combined with the ability to prioritise workload.
