As the Administrator, you will be responsible for the accurate maintenance of Shareholder Registers for open-ended funds administered.
The OPRA Group has a great opportunity for an Administrator to join a fantastic team in the Fund and Corporate Services Division.
You will be involved in unit dealing, responding to all client queries and requests and ensuring quality control, adherence to policies, procedures and SLAs and outperformance of operational deadlines and client service delivery.
Posted by Opus People Solutions • £24K/yr to £26K/yr
Our client is seeking a professional candidate to join their team, to calculate and apply management fees to client accounts on a quarterly basis, and to assist staff with general enquiries related to the resonsibilities of this role.
Are you keen to progress your career in financial services?
Are you someone who has great attention to detail?
Posted by Financial Divisions • £28K/yr to £34K/yr
They are now looking to add to their support team and are seeking applications from administrators with a minimum of one years IFA/Private client administration experience to ensure their financial advisers are supported to provide first class financial advice and service to their extensive client base.
This is a progressive opportunity for a talented individual to develop their career in private client wealth management and be supported to achieve their career goals.
Our client is a highly respected, well established wealth management firm with a superb reputation for offering first class financial advice and planning to their extensive client base consisting of high net worth individuals, charities and trusts.
Posted by RMS Recruitment Ltd • £45K/yr to £50K/yr
Administrative Assistant FTC for a Hedge Fund in the West End.
A London based Hedge Fund is seeking an Admin Assistant to support the Head of HR on a 12-month contract with the potential to go permanent for the right candidate.
This is a hugely varied role that also involves covering a reception desk and providing EA cover during absences.
Posted by Robinson Financial Careers • £25K/yr to £35K/yr
A new role has become available for an experienced Administrator to join a national, Chartered Wealth Management Firm at their offices in Chelmsford.
Working in collaboration with a Financial Adviser and other colleagues, you will assist the Financial Adviser in preparing recommendations in line with company policy including preparing and maintaining client records, learn all aspects of the business and become a valued member of the team and pass industry-based exams.
You will be expected to keep up to date with legislative and industry changes which affect the business and its clients.
To provide full administrative support to Financial Planners, ensuring client satisfaction through direct contact with clients, and other operational colleagues, while adhering to regulatory standards.
To work closely with the aligned Financial Planners to deliver excellent client outcomes.
To build relationships with clients and maintain regular contact.
Posted by Service Service Employment Agency Limited • £26K/yr to £28K/yr
This is a great opportunity for an experienced FS Administrator to join my clients Financial Planning team in their Bury St. Edmunds office (outskirts).
My client is a renowned financial planning firm with offices in Norfolk and Suffolk; with one of the largest teams in the local area, their clients are at the forefront of their daily priorities, with over half a billion of client funds under their steadfast supervision.
This role will require the initial months training to take place in my clients Norwich office.
Posted by Blakemore Recruitment • £30K/yr to £33K/yr
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.
General
Well established wealth management practice based in the City of London require an additional administrator to complement their existing team.
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 valuations.