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- Manage the Letter of Authority (LOA) process from start to finish, providing regular updates to advisors.
- Prepare meeting materials for client review meetings and send post-meeting advice packs to clients.
- Send meeting confirmations and follow up with advisors to ensure meeting notes are documented.
- Maintain our CRM system, complete actions from meetings, and manage client review documents.
- Coordinate client birthday lists, order gifts, and write birthday and Christmas cards.
- Handle general administration tasks including post, printing, and answering telephone calls.
- Address client queries and assist with new client welcome calls.
- Perform stock orders, property checks, and weekly food shopping.
- Produce analytics reports, Voyant reports, and strategy proposals.
- Schedule client reviews and send Zoom invites; set up presentation packs.
- Order and distribute the Investor magazine and monthly OLWAs.
- Process client withdrawals, change of details, and manage the register of death.
- Assist with event planning and coordination, and write suitability letters.
- Support fund switches, EBS submissions, and stock transfers.
- Update client records and chase pipeline business, providing updates in weekly meetings.
- Greet clients upon arrival, ensuring parking arrangements are made in advance.
- Provide support in other roles as needed.
- Previous experience in a financial services environment is essential; experience with St. James's Place is preferred.
- Background in banking is also considered.
- Strong organizational skills with the ability to manage multiple tasks in a fast-paced environment.
- Excellent communication skills and a commitment to providing outstanding client service.
- Proficiency in CRM systems and Microsoft Office Suite.
