Overview
Team Administrator Jobs in City Of London, England, United Kingdom at Huntress
Title: Team Administrator
Company: Huntress
Location: City Of London, England, United Kingdom
ASAP Start – Temp
Financial Services
Bank Station
Office Based-9am-5pm
A well established and leading Wealth Management firm require a Team Administrator to join their busy Wealth Planning team to provide support to the Administration Manager, Planners and Paraplanners.
The role:
2-3 years’ experience within a similar role essential
Experience working within Wealth Management desirable but within the FS sector a must
Inputting data and updating and maintaining client records
Issuing and following up on information requests to pension providers and life/investment companies in writing and via telephone
Liaising with clients on the telephone, via email and if required, attending client meetings
Processing SIPP contributions, transfers, withdrawals, as well as gaining an understanding of bonds
(onshore and offshore)
Managing the ongoing client review process for the Wealth Planners
Arranging stock transfers liaising with internal teams and external companies
Maintaining databases including supervisor access, fund updates, template creation
General administration tasks including logging and distributing post, scanning, printing, archiving
The ideal candidate will have:
Excellent attention to detail
Enjoy working in a fast-paced environment
The ability to apply critical thinking and use initiative
Excellent organisational skills and ability to prioritise workload
Confident when speaking to clients and colleagues
Strong numerical literacy, and excellent verbal and written communication skills
Proficient using MS office Suite- Word, Excel and PowerPoint
Previous experience of Voyant, Finametrica and Intelliflo would be advantageous
If you are an immediately available Team Administrator looking for your next assignment, please send your CV forward as this is an ASAP start!
