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Administration Assistant

Posted 24 Mar 2024
Work experience
0 to 1 years
Full-time / part-time
Full-time
Job function
Degree level
Required language
English (Fluent)

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Job Purpose:

This is a non-regulated position supporting a team of investment managers (IMs) in looking after their clients. The role-holder will help with all matters relating to the branch business as their level of experience and expertise grows.

Key Areas of Responsibility:

  • Administration of Probate Valuations.
  • Liaison with clients, registrars, intermediaries, solicitors, etc. Arranging appointments, checking holdings etc.
  • Processing invoices and maintaining records.
  • Ensuring valuations are produced and despatched to clients within required timescales.
  • Assisting IMs with routine tasks such as requests for the transfer of money and account amendments.
  • Follow the progress of stock movement into Rock (Nominees) and follow up on any issues which may arise.
  • Provide a full range of administrative services including typing correspondence, maintenance of databases, filing and scanning and helping out with general office administration.
  • Deal with administration for the team and identify ways of improving efficiency.
  • Review current filing system and make improvements, ensuring that it is maintained to the highest standard.
  • Ensuring all client communication is actioned promptly and efficiently.
  • Liaise with the accounts department over cash movements and to administer payments.
  • Liaise with clients to ensure prompt settlement of transactions.
  • Setting up, closing and managing client files, ensuring all information is up to date and accurate.
  • Ensure that compliance regulations are adhered to.
  • Follow up on potential new solicitor, accountant and other intermediary connections, ensuring that the necessary forms are completed and fully processed.
  • Manage occasional special projects, such as collection of KYC information.
  • Assist in all aspects of opening and maintaining client accounts.

Qualifications & Experience:

  • Educated to GCSE (or equivalent) level including Maths and English.

Knowledge & Skills:

  • Strong communication skills – both written and verbal.
  • Highly organised - a degree of initiative is expected in order to ensure that the best possible support is given to the team at all times.
  • A high level of attention to detail and accuracy is vital.
  • The ability to work under pressure and to tight deadlines, whilst maintaining accuracy is also essential.
  • A strong team player - the role involves supporting a number of IMs, so flexibility and the ability to adapt to particular styles of working is key.

Our focus on clients has endured since the foundation of Charles Stanley in 1792, a heritage that has helped to make us one of the UK’s leading wealth management firms. Having retained the long-term advantages of being independently owned, our interests lie with you and not others.

Finance & Banking
London
1,000 employees