Location - City of London

Salary - GBP35,000 - GBP40,000

Role - Wealth Management Administrator

Well established wealth management practice based in the City of London require an additional administrator to complement their existing team.

The Role;

To support Investment Managers and Wealth Planners by undertaking administration duties that foster excellent client relations through a high standard of communication and general administration.

Responsibilities;

Significant contribution to the client experience and service delivery to both existing and new clients, including a smooth client take on process, general client communications and administration, mailings and valuationsProvision of responsive, timely and high-quality administration support including; typing, photocopying, e-filing and phone callsActing as a key contact point for all internal and external administrative queriesProvide email, diary administration; communication support including pre and post meeting preparation and actionsTrack all client documentation and data entry ensuring client records are maintained, accurate and in good orderEnsure all administration follows Wealth Managements regulatory and procedural processesAssist the Team Leader in projects and developing a team ethos of high standards of client service, upholding the Bank's Values and Commitments as the business growsManagement of account opening and closure paperwork, and fee invoicing administrationWork closely with all Wealth Management personnel to facilitate an outstanding client experience, including liaison with Private/Commercial Bankers and Private/Commercial Banking ExecutivesLiaison with 3rd party providers; letters of authority, gathering existing details, applications forms and implementation of new businessLiaison with Client Transitions on general queries for take-on packs,static data updates and other Back Office OperationsClient phone/email contactCompliance and other internal departments Do you have;

High net worth Wealth Management administration experienceStrong organisational and administrative skillsA responsive and proactive attitudeUnderstand the importance of and can deliver accuracyEffective written and verbal communication skills Qualifications;

Suitable Wealth Management planning qualifications achieved or are working towards On Offer;

Flexible workingCompetitive salary, pension & holiday allowanceBUPA Health cover4x Life AssuranceIncome Protection schemeDiscretionary bonusMarket leading maternity/paternity and menopause policiesFlexible benefits Does this sound like it could be your next move?

Please apply or get in touch for more information