Private Client Support / Client Service / Wealth Management

JJ Search Ltd
28000.00 - 40000.00 GBP Annual
12 Sep 2017
20 Sep 2017
Contract Type
The Company:

Our client is a high quality and successful wealth management company.

The Role:

The Private Client Investment Administrator will provide general and administrative support to a team of Investment Managers to ensure that the client receives first class service.

They will provide administrative support, completing organisational and client related tasks accurately, efficiently and in a timely manner. Will assist with responding to client enquiries and providing support at client meetings where appropriate.

The individual must have some administrative or operational support experience within wealth management or investment management.

Duties will include the following:

- Collate & distribute account opening packs.
- Monitor the progress and timeliness of account opening and asset/cash transfers
- Provide regular and ad-hoc information to clients
- Assist in resolving client queries regarding their portfolios or account opening
- Maintain internal management information,
- Keep comprehensive client records and ensure that these are accurate
- Liaise effectively with external custodians and providers to obtain information required for clients and their advisers

The Candidate:

The individual must have some private client or investment administrative support experience within an investment management administration or wealth management environment.

Client Account Opening experience.

The individual must be pro-active, have common sense, and be motivated.

Generates new ideas/initiatives to ensure the effectiveness of the team's administration.

Good working knowledge of the Microsoft Office suite of products.

Takes initiative for their own work, but also works well as part of a team.

Deals with all matters promptly, professionally and accurately without being reminded.