We are working in partnership with a well-established independent investment management business who provide portfolio management and stockbroking services to private clients. Due to a wealth of growth within the business our client is seeking an experienced Client Service Administrator to join their Investment Management team based in Harrogate.
Role Responsibilities
Provide secretarial and administrative support to the investment management team in the provision of investments services to clients, compiling reports, onboarding clients, filing and other administrative duties.
1. To speak to clients on behalf of the Investment Manager, taking instructions and booking in meetings.
2. Provide support for all the investment management teams.
3. Maintain client files and records including new client set up and deletion.
4. Process account opening forms, liaising with compliance, operations, financial planning team and other third parties.
5. To provide support with the quarterly valuation process e.g. writing letters to clients, sending valuation emails to clients and third parties.
6. Monitoring daily cash balances, sending cash out to clients/SIPP providers and moving funds between accounts.
7. To provide management information in excel format from suitability logs.
8. Helping investment managers in creating presentations in power point.
9. Work with the Client Services Manager to identify opportunities for improving processes and removing the reliance on paper.
10. Answer overflow calls from reception.
Role Requirements
11. Must have gained GCSE Grade C or above in English and Maths
12. Strong verbal and written communication
13. Previous experience of working in an administrative role
14. Inquisitive and a problem-solver with a keen eye for detail
15. Proven ability to work within a team and on your own.
16. Experience with Microsoft Word, Excel and PowerPoint essential.
17. Previous experience within the financial services sector is advantageous but not essential.
Benefits
18. Competitive salary
19. Attractive Employee Pension Scheme (7.5% employer & minimum 3% employee)
20. 25 days Annual Leave + public holidays
21. Buy and sell holidays up to 5 days
22. A range of benefits which includes private medical insurance, Group life insurance, and income protection insurance.
23. Hybrid working
24. Further education and training support
25. Discretionary performance related bonus
26. Confidential Employee Assistance Programme
27. 2 days per year for voluntary work
28. And lots of flexible benefits to choose from!
For further information please feel free to contact Lauren at Si Recruitment