Wealth Management - Wealth Management Administrator (Internal Applicants only)
This role is only open to the employees of Arbuthnot Latham.
Job Purpose
To support client facing Wealth Management personnel, Investment Managers (IMs) and Wealth Planners (WPs) by undertaking administration duties that foster excellent client relations through a high standard of communication and general administration.
Key Responsibilities
Supporting Client Management & Administration
* 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, & 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 WMA 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
* NON-CERTIFICATION ROLE
Key Interfaces
* 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 3 rd 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
* Compliance and other internal departments
Person Specification
Knowledge / Experience
* Strong organisational and administrative skills
* Responsive and proactive
* Understands the importance of and can deliver accuracy, is always conscientious and can work independently
* Effective written and verbal communication skills
Qualifications
* Suitable Wealth Management planning qualifications achieved or are working towards including (Preferred)
* Client focus
* Team Working
* Customer Focus
* Planning & Reviewing
* Working Pro‑actively
* Communication & Confidence
* Works proactively
* Problem solving and judgement
About Us
Life, Work and Benefits
Arbuthnot Latham is committed to equal-opportunities for all staff and candidates. We embrace inclusion & diversity and understand why they are critical for the success of our business and people.
* Competitive salary, pension & holiday allowance
* BUPA Health cover
* 4x Life Assurance
* Discretionary bonus
* Market leading maternity/paternity and menopause policies
Data Privacy and Reasonable adjustments
We take keeping your data security seriously. For more detail on how we may keep your data please refer to our Privacy Notice.
Reasonable adjustments: Please let us know of any adjustments or arrangements that you may need to help you apply to this role or that will help you during the recruitment process. If you wish to discuss any particular requirements or concerns you have because of a disability or medical condition please contact us at recruitment@arbuthnot.co.uk. Information you provide about any disability or medical condition will remain confidential unless it is necessary to disclose it to other members of staff or outside agencies to ensure the health and safety of yourself and others, or to implement the adjustments you require. In these circumstances we will first discuss with you how and to whom the information may be disclosed.
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