Key Responsibilities
• Carry out a range of core administrative tasks, including:
1. Processing, printing, and archiving correspondence
2. Completing data amendments and call-back processes
3. Handling on boarding documentation for new accounts
4. Managing deceased client administration (including probate valuations and required documentation)
5. Preparing and scheduling Suitability Meeting Packs
6. Coordinating corporate action notifications with relevant stakeholders
7. 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