Personal Client Assistant

£21k - £23k pa + Benefits
09 Aug 2017
16 Aug 2017
Our client is an established asset manager, providing Investment and Financial advice. They are looking to expand their current team. Job Purpose: The role supports advisers and clients alike in their goals. Reporting to the Assistant Manager within Adviser Practices. Adviser and Client Support for new business and client servicing. Main Duties: - Managing leads with the Client Relationship Management (CRM) system - Accurate and timely data entry on to CRM - Arranging appointments and diary management - Preparing meeting packs for client appointments and ongoing client communication regarding follow-up and review meetings - Call management/ Client contact - Data Collection on client portfolios - Checking new business paperwork, banking cheques, scanning documents - Submission of new business to Platform and Off-Platform administration teams - Managing cash balances and cash movements - Updating static information - change of name, address etc. - Preparing valuations - Assisting Advisers with fact find input - Archiving documents - Handling and administration of Incoming and Outgoing communications covering all aspects of client instruction with respect to their portfolios, general enquiries and advice related documentation - Task and workflow management on back office system - Awareness and ability to apply the Practice Manual methodology - Document Management Skills & Experience required: - Previous financial services experience - Excellent attention to detail - IT skills - Team Player - Good communication skills - verbal and written - Excellent record keeping and reporting capabilities - Proactive nature to gain efficiencies - Ability to multi-task

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