Aim and Purpose of the role:
To provide administrative support for all Investment Directors and Investment Managers.
Specific Duties:
Duties could include, but are not limited to the following:
* Processing new business/accounts and changes to existing business/accounts and maintaining accurate and up-to-date information.
* Working closely with various administration support departments to ensure accurate and timely records are kept for all clients. The priority being to have processes in place to ensure account set-up is accurate and meets client needs.
* Assisting with the preparation of 6 monthly/Annual portfolio clients reviews;
* Liaising with clients, providers, other third parties and other departments as required;
* Ensuring client fees are settled in a timely manner and monitoring department debtors' list
* Maintaining and updating client database;
* Assisting with department mailshots;
* Accurate record-keeping and data entry;
* Any other administrative tasks within the department as and when required;
* Filing of own completed work (using Volume Document Management System);
* General departmental filing when required;
* Undertake any additional duties as and when requested by the Line Manager/Director.
Other Requirements:
* Articulate with good communication skills;
* Works well on own initiative;
* Ability to manage own, sometimes demanding, workload and excellent time management skills;
* Ability to remain calm and tactful when under pressure;
* High level of care and attention to detail even when working under pressure;
* Ability to work within a team;
* Flexible;
* Organized and passionate about providing quality support;
* Positive outlook and the ability to get on well with other people.
* A level (or equivalent) standard with GCSE pass in English & Maths;
* Computer literacy is essential. Proficient in Word, Excel (including writing formulas),
* Google Mail/Drive/Sheets/Word and Internet.
* Experience in Document Management Systems and document scanning an advantage;
* A Financial Services administration background is advantageous. Investments; desirable.