Company Overview:
Our Client is a leading wealth management firm based in Uckfield, dedicated to providing exceptional financial solutions to their clients. They are seeking a dynamic and organized Administrator to join our team. As a key member of their administrative team, you will be responsible for providing comprehensive support to advisors and clients.
Systems:
* Proficiency in Intelliflo and MS Office is essential.
* Preferably some experience with Defaqto, MiCAP reports, Assureweb, Cashcalc, and Trello (training provided).
Administrative Duties:
* Answering telephones (low volume).
* Managing incoming and outgoing post, including scanning and uploading documents.
* Inputting client data into the back-office system (IO).
* Generating fee invoices when required.
* Drafting administrative letters such as letter of authorities and transfer authorities.
* Assisting with project management tasks.
* General office maintenance.
Client Case Duties:
1. Inputting attitude to risk questionnaires and generating reports.
2. Preparation of client review files and creating Trello boards.
3. Updating fact finds and conducting ID checks.
4. Running Defaqto reports for select cases.
5. Preparing client valuations and statements of worth.
6. Researching and gathering information f...