Do you have experience in financial services and have excellent organisational skills? Are you a good communicator capable of developing professional relationships with both colleagues and clients?
Our client, a leading wealth management firm, is looking for a Senior Administrator to provide administrative support to investment service activities in an important area of the company.
You will be:
* Resolving client and investment administration queries
* Responsible for the opening processes for new clients
* Preparing any payment and transaction forms for investment managers
* Assist with the new client account opening process as appropriate
* Present documents professionally and in an appropriate format for Investment Manager sign-off
* Interact, respond, and resolve any client queries, and at times referring to senior members
* Develop professional relationships with clients, assisting and organising any meetings and preparation documentation
Your skills and qualifications:
* Able to effectively manage tasks to meet deadlines while maintaining high levels of accuracy
* Knowledge and interest of private client fund management
* Excellent analytical and numeracy skills
* Strong organisation skills
* Experience in Microsoft PowerPoint and other packages
* High quality written and verbal communication skills
* Computer literate
If this sounds like you, please apply today.