Job Description
PA to Head of Private Clients/Client Services Executive
£40,000 - £45,000 + bonus + benefits (Hybrid 3/2)
22718
Are you a client-focused Administrator, with 1-2 years’ experience in client administration in financial services?
Do you also have some PA experience providing support with diaries, scheduling meetings, event organising and travel arrangements?
Are you highly organised and a strong communicator? You’ll be building relationships with your boss and supporting a portfolio of private clients – so you must enjoy delivering a seamless service.
If the answer is yes; we’d love to hear from you. Particularly, if you are strong on processes and IT and enjoy being part of a successful, inclusive team.
What you’ll be doing day to day:
PA support
\t
* Providing support to the Head of Private Clients: scheduling meetings and attending, booking travel, liaising with clients, organising events
Client Onboarding
\t
* Supporting clients and intermediaries throughout the full onboarding lifecycle
\t
* Preparing and managing account opening documentation
\t
* Assisting clients with documentation completion and advising on Source of Wealth and KYC requirements
\t
* Monitoring account opening progress and providing regular updates to clients and client owners
\t
* Liaising with external service providers, including third-party custodians, pension providers
\t
* Coordinating the transfer of new assets into client accounts
\t
* Completing simple tax forms as needed
\t
* Ensuring all account opening packs are compliant and up to date
Client Administration & Servicing
\t
* Processing a wide range of client requests - withdrawals, new account setups, ISA subscriptions, asset transfers and account closures
\t
* Responding to ad-hoc client and adviser queries
\t
* Producing client meeting reports using Excel and PowerPoint
\t
* Managing the setup and distribution of quarterly valuation letters
\t
* Initiating and following processes through to completion
\t
* Requesting and processing documentary evidence for changes in client circumstances
\t
* Maintaining accurate and compliant client records within the CRM
\t
* Ensuring key documents are current and compliant, including ATRs, Fact Finds and DMAs
Client Executive Team Administration
\t
* Managing diaries, inboxes, organising travel and events
The skills you need to bring:
\t
* 1-2 years’ experience in financial services client administration
\t
* Confidentiality and discretion when handling sensitive information
\t
* Ability to prioritise competing deadlines
\t
* Exceptional written and verbal communication skills
\t
* Strong organisational skills and attention to detail
\t
* Strong MS Office
\t
* A proactive and solutions-focused approach
\t
* Adaptability and flexibility in a fast-paced, client-driven environment