Back to search
One of our well-established clients, a Chartered Wealth Management firm in Wigan are keen to take onboard a Client Services Administrator to add to their team covering a 12 month maternity contract. The purpose of the Client Services Administrator will be to ensure that all new clients are given 'first impression’ and that all existing clients enjoy a high level of ongoing service.
Responsibilities:
- Comply with the relevant compliance, TCF, T&C and, financial crime (anti-money laundering, data security, anti-bribery, fraud and corruption) procedures of the firm at all times
- Follow appropriate ethical standards within the firm at all times
- Ensure all dealings with clients are carried out in a professional and courteous manner
- Maintain all standards of performance as required by the company
- Such other tasks as may be considered appropriate or necessary by management
- Take part in any training offered by the company as deemed necessary or relevant to your role or your own personal development for the benefit of the role
- Answer the telephone and ensure incoming calls are directed to the appropriate person in an efficient manner
- Sort and allocate the incoming post and prepare and post outgoing mail when required
- Diary management for all advisers
- Assist with preparation of client valuations and ensure back office system is updated (Intelligent Office)
- Assist with collation of aggregated charges information
- Assist with preparation of client review packs
- Fully utilise back office system and ensure it is kept up to date with accurate information
- Prepare post business valuations
- Chase outstanding activity entries until business is completed
- Scan and file documents using the document management system (Papercloud)
Experience and Skills
- Willingness to work towards Award in Financial Administration and/or Certificate of Financial Planning
- Excellent interpersonal skills both written and verbal
- Accurate with good attention to detail
- Excellent time management
- Excellent IT skills including knowledge of Microsoft Office products
- Experience of using a Back-office system
- Experience of using Document Management system
- At least 2 years within an office environment in a similar role
- Some knowledge of Financial Services
The successful candidate will be a team player and have the desire to progress within the company. Please apply if you feel you meet the skillset for this role or contact one of our specialist consultants quoting reference NJR
#fin
