Job Description

You will be providing the highest quality administration and assistance to the Private Client Financial Planning Team. You will be responsible for processing a wide variety of tasks to support the requirements of the Business.

Responsibilities

• To place client trade instructions within agreed timescales ensuring timely execution.
• To accurately record and maintain client data on Intelligent Office.
• To ensure emails/files are uploaded in accordance with our agreed standards.
• Ensure prompt and effective communications with internal/external contacts in line with our service level agreements.
• To build and maintain positive working relationships with colleagues and key contacts.
• To plan, organize and priorities work activities to ensure targets and service standards are met.
• To develop and maintain a good understanding of financial products and associated legal and regulatory requirements.
• To act as an integral, professional point of contact for internal/external contacts.
• Processing new business and tracking this through to completion, ensuring key persons are kept informed on a regular basis.
• Deal with daily post, emails and other communications.
• Any other work of an administrative nature or project work to ensure the smooth running of the business, including providing support for and to other Business Support staff.
• Participating with the training of new starters as and when required and also actively sharing knowledge with the rest of the team.
• To ensure process guides are maintained in accordance with any changes.

Required Knowledge, Skills, and Abilities

• Excellent communication skills both verbal and written.
• General IT skills.
• Able to priorities workload.
• Able to work to deadlines.
• Able to work within defined business processes.
• Adaptable to changing demands and priorities.
• Work well individually and as part of a team.
• Seeks opportunities to develop own skills.
• Demonstrates commitment to own development.