Job Description

You must have excellent attention to detail and confident communication skills. You will receive training and excellent career development opportunities.

• Supporting Stockbrokers with day to day admin tasks to ensure they can maintain client relationships
• Meeting preparation including production of new client paperwork, valuations, and performance summaries
• Assisting with the client onboarding process
• Monitoring of new account opening
• Preparation of weekly reports
• Handling telephone enquiries from third parties and clients regarding their portfolios and accounts
• Organizing production, checking and dispatch of valuations and client tax packs
• Liaising with operational departments
• Production of existing account valuations
• Undertaking the administration involved in annual performance reviews
• Dealing with compliance related matters such as collation of anti-money laundering documentation, checking client documentation

Required Knowledge, Skills, and Abilities

You will be an experienced Administrator who has worked in a Professional Services environment and ideally Financial Services. Outstanding attention to detail is required and you will be Intermediate level on Microsoft Office.