Job Purpose:
To provide comprehensive administrative support to the branch, ensuring the smooth and efficient handling of client-related processes and internal operations. This is a non-regulated position focused on delivering high-quality service and support to Investment Managers (IMs) and clients.
Key Responsibilities:
- Deliver a full range of administrative services to support the team's daily operations.
- Manage incoming and outgoing DX and Royal Mail correspondence, ensuring timely processing and accurate record-keeping via relevant spreadsheets.
- Handle document management tasks including scanning, shredding, and photocopying.
- Prepare and print documentation required by IMs for client meetings.
- Assemble onboarding packs and documentation for prospective clients.
- Follow established onboarding procedures for new and upgraded clients, ensuring all necessary documentation is complete and accurate for IMs to conduct reviews.
- Maintain internal documentation for suitability reviews and coordinate timely distribution of KYC refresher requests to clients.
- Ensure client valuations are produced and dispatched within regulatory timeframes.
- Greet clients and visitors professionally, escort them to meeting rooms, and provide refreshments as needed.
- Uphold personal compliance with all regulatory requirements and actively promote a culture of compliance within the branch.
Qualifications & Experience:
- Educated to degree level, with qualifications in Maths and English at Higher level (or equivalent).
- Previous experience in a similar administrative or financial services environment is desirable but not essential.
Skills & Competencies:
- Exceptional attention to detail and a high degree of accuracy.
- Strong written and verbal communication skills.
- Excellent organisational and time management abilities.
- Proactive and able to use initiative to support the team effectively.
- Comfortable working under pressure and meeting tight deadlines without compromising quality.
- Flexible and adaptable, with a collaborative team-oriented mindset.
- Proficient in Microsoft Office, particularly Excel.