A new and exciting opportunity has become available for an administrator to join our clients offices in Daventry. In this role, you will deliver professional client service to their all stakeholders and will offer the highest standard of administration and client communication.
For the first 6 months you will be office based, however, the opportunity for hybrid working (50/50 office/home based) will be offered after this.
Requirements
Essential-
*Good Analytical and strong organizational skills
*Strong and accurate numeracy skills
* Both strong written and oral communications skills
*Proficient in the use of Microsoft Word and Excel
*Pragmatic approach and flexible where required
Desirable-
*A strong administration background
*Awareness of different types of investment structures
*Previous experience of annual accounts and tax returns
*Understanding of FCA Regulatory framework
Responsibilities
*Updating client records and internal systems post completion of an investment
*Processing of client paperwork in respect of new investments.
*Processing AML documentation for new clients and ensuring these records are kept up to date
* Update CRM system with client information and transactions in relation to investment activity
* Involvement in the annual accounts and tax return process- this will include checking paperwork and the information received and issuance to the clients
* Regular liaison with a variety of Third Parties i.e. lawyers, Investee Companies and SIPP providers
*Preparation of payment sheets using Excel for client payments. Communicate details of the payment to the clients by email
To be considered for this fantastic opportunity please contact submit your cv or contact Rachael Hutton for more information