Description
Key Responsibilities
• Carry out a range of core administrative tasks, including:
* Processing, printing, and archiving correspondence
* Completing data amendments and call-back processes
* Handling on boarding documentation for new accounts
* Managing deceased client administration (including probate valuations and required documentation)
* Preparing and scheduling Suitability Meeting Packs
* Coordinating corporate action notifications with relevant stakeholders
* Conducting mail merges and distributing information as required
• Maintain up-to-date desk procedures and contribute to best‑practice improvements
• Identify, escalate, and record potential risks in line with internal policies
• Collaborate effectively with internal departments and Middle Office teams
• Deliver a professional, inclusive, and client‑focused service
• Maintain accurate records and audit trails to meet regulatory requirements
Qualifications & Experience
• GCSEs (or equivalent), including Maths and English
• CISI IOC Unit 1 (Introduction to Securities & Investment) – preferred but not essential
• Previous administration experience, ideally within a financial services environment