Our client is looking for Client Service Executive Administration for their existing Business team in Ipswich, Suffolk. They are looking for an enthusiastic candidate who is eager to learn with a good attention to detail. Key Responsibilities: - Letter of Authority process from start to finish. - Meet/communicate with Advisers as required to obtain regular updates for all in-progress work - Answer incoming telephone calls. - Deal with clients' queries. - Booking client Annual review meetings - Produce meeting prep for all Annual review meetings. - Create Annual review letters from Adviser handover document. - Produce Annual review packs and send to client(s), post-meeting. Close the advice line down, etc. - Chase Advisers to produce Annual review handover documents when out of SLA. - Chase Advisers to confirm if happy for Annual review pack to be sent to client when out of SLA. - Complete Fund switches. - Send meeting confirmations to clients for all meetings as required. - Weekly Adviser diary check (to ensure all Annual reviews are logged correctly). - Produce weekly Salesforce Annual review report, send to Advisers and action as necessary. - ISA withdrawals - Client transfers (from one Adviser to another) - Create a Prospect on Salesforce/update as necessary - Pull client birthday card report (monthly) - order gifts and write birthday cards/Christmas cards for AAA clients. - Send client birthday eCards. - Order client gifts. - Event planning and coordination. - Stock order. - Property check. - Weekly food shopping. - Order and post Investor magazine. - Order monthly and quarterly OLWA’s. - Meet and greet clients for their on-site meetings, ensuring they have a car parking space in advance (when required) - put out a bollard and remove it in time. - Ensure office meeting rooms are booked, and we have a list of clients visiting the office ready for the next day. - Change of client details - Expression of Wish. - Manage booking of meeting rooms. - Incoming post. - Outgoing post