Job Description
Location - City of London
Salary - £35,000
Role - Wealth Management Administrator
Well established wealth management practice based in the City of London require an additional administrator to complement their existing team. Hybrid working 3 days in office. Ideally knowledge of Xplan would be desirable
The Role;
To support Investment Managers and Wealth Planners by undertaking administration duties that foster excellent client relations through a high standard of communication and general administration.
Responsibilities;
* Significant contribution to the client experience and service delivery to both existing and new clients, including a smooth client take on process, general client communications and administration, mailings and valuations
* Provision of responsive, timely and high-quality administration support including; typing, photocopying, e-filing and phone calls
* Acting as a key contact point for all internal and external administrative queries
* Provide email, diary administration; communication support including pre and post meeting preparation and actions
* Track all client documentation and data entry ensuring client records are maintained, accurate and in good order
* Ensure all administration follows Wealth Managements regulatory and procedural processes
* Assist the Team Leader in projects and developing a team ethos of high standards of client service, upholding the Bank’s Values and Commitments as the business grows
* Management of account opening and closure paperwork, and fee invoicing administration
* Work closely with all Wealth Management personnel to facilitate an outstanding client experience, including liaison with Private/Commercial Bankers and Private/Commercial Banking Executives
* Liaison with 3rd party providers; letters of authority, gathering existing details, applications forms and implementation of new business
* Liaison with Client Transitions on general queries for take-on packs,static data updates and other Back Office Operations
* Client phone/email contact
* Compliance and other internal departments
Do you have;
* High net worth Wealth Management administration experience
* Strong organisational and administrative skills
* A responsive and proactive attitude
* Understand the importance of and can deliver accuracy
* Effective written and verbal communication skills
Qualifications;
* Suitable Wealth Management planning qualifications achieved or are working towards
On Offer;
* Flexible working
* Competitive salary, pension & holiday allowance
* BUPA Health cover
* 4x Life Assurance
* Income Protection scheme
* Discretionary bonus
* Market leading maternity/paternity and menopause policies
* Flexible benefits
Does this sound like it could be your next move?
Please apply or get in touch for more information