Direct message the job poster from Ramsay Asset Management Ltd
Role:Client Support Administrator
Reporting to:Office Manager
Summary:
Must have the ability to work within our existing administration team and to provide timely and efficient administration support to the Managing Director and Office Manager within the business.
Responsibilities:
§Preparing illustrations and paperwork.
§Submit new business applications, monitor, and track them through to completion
§Process fund switches and rebalances.
§Organise letters of authority, chase information, and track change of agency requests.
§Assisting adviser with the preparation and formatting of suitability reports.
§Checking and then issuing policy documentation.
§Obtaining valuations, paperwork and preparing summary death schedules for Probate.
§Ensure all notes and documentation are maintained appropriately to ensure a quality audit trail.
§Maintain back-office system and ensure client data is accurate and up to date.
§Maintain back-office system task management system and daily workload.
§Helping develop other team members, with less experience.
§Ensure adherence to FCA regulations.
§Preparation and issuing of correspondence including letters and emails.
§Dealing with clients and providers over the telephone and email.
§Follow our internal procedures, processes and compliance manual.
§Liaise with clients to resolve queries in a timely manner.
§Handle any additional administration tasks as reasonably required.
Requirements:
* Previous administrative experience gained in a financial services environment (ideally financial planning).
* Familiar with Microsoft Word, Excel and Outlook.
* Experience of Intelligent Office desirable but not essential.
* Regular use of Investment Platforms and Provider websites.
* Excellent interpersonal and communication skills.
* Able to work to deadlines whilst managing and prioritising workload.
* Quality focused, analytical with a keen eye for detail.
* Willing to learn and develop.
* Able to work as part of a team or, if required, under own initiative.
* Strong and accurate typing skills, with the ability to transcribe letters and file notes from audio files.
* Keen to learn, embracing of change and happy working in a fast-paced environment.
Seniority level
* Seniority level
Entry level
Employment type
* Employment type
Full-time
Job function
* Job function
Information Technology
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