Social network you want to login/join with:
col-narrow-left
Client:
Charles Stanley & Co
Location:
Job Category:
Other
-
EU work permit required:
Yes
col-narrow-right
Job Reference:
267a94d2cc82
Job Views:
5
Posted:
30.06.2025
Expiry Date:
14.08.2025
col-wide
Job Description:
Role Overview:
Join our dynamic Front Office Support (FoS) Administration Team, where you'll play a key role in delivering high-quality administrative support across all business divisions. Working closely with Investment and Portfolio Managers, IMAs, and Assistants, you'll help ensure our processes are efficient, compliant, and client-focused.
Key Responsibilities:
As a valued team member, you will:
* Manage core administrative tasks, including: Processing, printing, and archiving correspondence Updating client data and handling call backs Managing onboarding of new account applications Supporting deceased client processes (e.g., probate valuations, documentation) Preparing and scheduling Suitability Meeting Packs Coordinating corporate action notifications with stakeholders Executing mail merges and distributing key information
* Maintain and enhance desk procedures, contributing to best practice initiatives
* Identify and escalate potential risks appropriately
* Collaborate with middle office teams and other departments
* Deliver a professional and responsive service to internal and external clients
* Ensure accurate record-keeping and audit trails for regulatory compliance
What We’re Looking For:
* GCSEs (or equivalent) including Maths and English
* CISI IOC Unit 1 (Introduction to Securities & Investment) – preferred
* Proven experience in an administrative or support role
* Proficiency in Microsoft Office, especially Word and Excel
* Strong written and verbal communication skills
* Excellent stakeholder management and interpersonal skills
* A proactive, positive attitude and a commitment to being a role model
#J-18808-Ljbffr