Adele Carr Recruitment is working exclusively with a well established wealth management company who are looking for an experienced Administrator to join their Shrewsbury team
Assisting with the day-to-day administration for the team, and provide support to senior colleagues dealing with various tasks to ensure the smooth running of the team.
The Role:
- Communicating with Financial Advisers and clients
- Preparation and processing of all new client documentation and amendments
- Monitoring of transfers of assets/cash from other institutions
- ISA subscriptions and transfers
- Processing of payments clients
- Liaising with colleagues within Business Support regarding administration of client accounts
- Ensuring client details and reviews are recorded correctly on systems
- General record keeping and electronic filing
- Adhering to Conduct Risk standards
The person
- Previous administration experience is essential - additional training will be provided.
- Intermediate knowledge of MS Word/Excel/Outlook preferred.
- Good attention to detail, maintaining accuracy when completing written and numerical based tasks.
- Clear and concise communication skills - oral and written, with ability to communicate professionally with clients and colleagues.
- Takes accountability for own work, with ability to meet deadlines/work within restricted timescales
- Able to prioritise workload and identify when they need support to achieve goals.
- Flexible and reliable team member and willing to support more junior and senior members of the team as required.