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TA Partner @ Charles Stanley / Co-Founder @ ZapienSolar / Director @ TheGlassCompany
Job Purpose:
To provide comprehensive administrative support to the branch, ensuring the smooth and efficient handling of client-related processes and internal operations. This is a non-regulated position focused on delivering high-quality service and support to Investment Managers (IMs) and clients.
Key Responsibilities:
* Deliver a full range of administrative services to support the team’s daily operations.
* Manage incoming and outgoing DX and Royal Mail correspondence, ensuring timely processing and accurate record-keeping via relevant spreadsheets.
* Handle document management tasks including scanning, shredding, and photocopying.
* Prepare and print documentation required by IMs for client meetings.
* Assemble onboarding packs and documentation for prospective clients.
* Follow established onboarding procedures for new and upgraded clients, ensuring all necessary documentation is complete and accurate for IMs to conduct reviews.
* Maintain internal documentation for suitability reviews and coordinate timely distribution of KYC refresher requests to clients.
* Ensure client valuations are produced and dispatched within regulatory timeframes.
* Greet clients and visitors professionally, escort them to meeting rooms, and provide refreshments as needed.
* Uphold personal compliance with all regulatory requirements and actively promote a culture of compliance within the branch.
Qualifications & Experience:
* Educated to degree level, with qualifications in Maths and English at Higher level (or equivalent),
* Previous experience in a similar administrative or financial services environment is desirable but not essential.
* Exceptional attention to detail and a high degree of accuracy.
* Strong written and verbal communication skills.
* Excellent organisational and time management abilities.
* Proactive and able to use initiative to support the team effectively.
* Comfortable working under pressure and meeting tight deadlines without compromising quality.
* Flexible and adaptable, with a collaborative team-oriented mindset.
* Proficient in Microsoft Office, particularly Excel.
Charles Stanley / Raymond James is committed to being an equal opportunities employer. We treat all of our applicants the same and we have a diversity and inclusion strategy aimed at ensuring we hire the best person for the job regardless of age, gender, ethnicity, sexual orientation, disability or beliefs.
Seniority level
* Seniority level
Associate
Employment type
* Employment type
Full-time
Job function
* Job function
Administrative and Finance
* Industries
Investment Management
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