Location - Gerrards Cross
Salary - £30,000 - £35,000
Role - Wealth Management Administrator
Well established wealth management practice based in the Gerrards Cross who require an additional administrator to complement their existing team.
The Role;
To support Wealth Planners by undertaking administration duties that foster excellent client relations through a high standard of communication and general administration.
Responsibilities;
1. 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
2. Provision of responsive, timely and high-quality administration support including; typing, photocopying, e-filing and phone calls
3. Acting as a key contact point for all internal and external administrative queries
4. Provide email, diary administration; communication support including pre and post meeting preparation and actions
5. Track all client documentation and data entry ensuring client records are maintained, accurate and in good order
6. Ensure all administration follows Wealth Managements regulatory and procedural processes
7. Assist the Team Leader in projects and developing a team ethos of high standards of client service, upholding the Bank...