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London, Greater London
Management assistant
Client Account Administrator

Client Account Administrator

Clear IT Recruitment Limited

Posted 10 hours ago, valid for 24 days

London, Greater London EC2V 7WS, England

Full Time

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Sonic Summary

My client is seeking an administrative professional to join their team in Central London.
Candidates should have financial administration experience, preferably within St James Place, although this is not essential.
Key responsibilities include diary and email management, recording meeting notes in Salesforce, and preparing various reports and meeting packs.
The position requires strong attention to detail and accuracy in reporting, with an early finish and work-from-home option on Fridays.
The salary for this role is competitive, and applicants should ideally have prior experience in a similar administrative role.

My client is looking for an admin to join there team in Central London.

They are looking for someone with Financial admin experience preferably within St James Place but not essential.

Key Responsibilities

· Diary and Email Management· Accurately recording all meeting records and notes within Salesforce· Managing client actions using Salesforce Tasks· Sending and chasing LOA’s· Preparing transfers packs.· Preparing Voyant reports. Inputting the client’s information in order to create a base plan, create 'what if’ scenarios and generate reports· New business case submissions.· Meeting pack preparation - for existing and potential client meetings· Managing client actions using Tasks· Submitting fund switches and obtaining product valuations· Confirming receipt of client’s funds and informing the client· Using all Saint James Place systems effectively to support your daily tasks· Any ad hoc requests the Partner may want you to undertake· Prep and write review packs

You will need to have a strong attention to detail alongside accuracy of reporting for this role.

This role comes with an early finish/ work from home on a Friday.

Should you have any questions or wish to apply please do not hesitate to contact Clear IT Recruitment Limited.Please Note: Due to the number of applications we receive we may be unable to respond to every application directly. If you have not heard from us within 3 working days please assume your application has been unsuccessful.

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