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Location - City of London
Salary - £33,000
Role - Wealth Management Administrator
Well established wealth management practice based in the City of London require an additional administrator to complement their existing team. Hybrid working 3 days in office. Ideally knowledge of Xplan would be desirable
The Role;
To support Investment Managers and Wealth Planners by undertaking administration duties that foster excellent client relations through a high standard of communication and general administration.
Responsibilities;
- Significant contribution to the client experience and service delivery to both existing and new clients, including a smooth client take on process, general client communications and administration, mailings and valuations
- Provision of responsive, timely and high-quality administration support including; typing, photocopying, e-filing and phone calls
- Acting as a key contact point for all internal and external administrative queries
- Provide email, diary administration; communication support including pre and post meeting preparation and actions
- Track all client documentation and data entry ensuring client records are maintained, accurate and in good order
- Ensure all administration follows Wealth Managements regulatory and procedural processes
- Assist the Team Leader in projects and developing a team ethos of high standards of client service, upholding the Bank’s Values and Commitments as the business grows
- Management of account opening and closure paperwork, and fee invoicing administration
- Work closely with all Wealth Management personnel to facilitate an outstanding client experience, including liaison with Private/Commercial Bankers and Private/Commercial Banking Executives
- Liaison with 3rd party providers; letters of authority, gathering existing details, applications forms and implementation of new business
- Liaison with Client Transitions on general queries for take-on packs,static data updates and other Back Office Operations
- Client phone/email contact
- Compliance and other internal departments
Do you have;
- High net worth Wealth Management administration experience
- Strong organisational and administrative skills
- A responsive and proactive attitude
- Understand the importance of and can deliver accuracy
- Effective written and verbal communication skills
Qualifications;
- Suitable Wealth Management planning qualifications achieved or are working towards
On Offer;
- Flexible working
- Competitive salary, pension & holiday allowance
- BUPA Health cover
- 4x Life Assurance
- Income Protection scheme
- Discretionary bonus
- Market leading maternity/paternity and menopause policies
- Flexible benefits
Does this sound like it could be your next move?
Please apply or get in touch for more information
