Assistant Client Administrator
Assistant Client Administrator
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Not Disclosed
Salary Not Disclosed
1 Vacancy
Job Description
Were seeking an ambitious individual to join our Financial Planning team in Birmingham you will be responsible for providing full administrative support to Financial Planners as well as building relationships with clients to deliver a positive and sleek client experience.
Whats in it for me
As an Assistant Client Administrator at Evelyn Partners you will be supported to grow personally and professionally you will have access to a structured training programme offering Training & Competency oversight to excel personal development. We encourage continuous professional development via ongoing studying and qualifications we also have a team of experienced Investment Managers and Financial Advisers which you will have the opportunity to collaborate with and learn from.
This is a hybrid working role with a requirement to be in the office 3 days per week.
As an Assistant Client Administrator your responsibilities will include among others:
- To support the Client Administration team in the delivery of administration activities ensuring work is delivered to a high standard and in a timely manner.
- Responsible for organising client review meetings and preparing meeting packs and required valuations.
- Responsible for post and other front office activities as required.
- To collaborate and share best practices with colleagues.
- Identify and report any risks breaches or errors through ensuring risks are logged through to mitigating actions and controls.
Qualifications :
To be successful in this role you should have:
- National 5 (N5 Grade C in Maths and English or above which is equivalent to GCSE in England
- Previous experience in an administrative role
- Proven experience working in the financial services industry
- A strong ethic of client service.
- Studying towards an accredited Level 4 qualification preferred but not essential
- Strong (verbal and written) communication skills with an ability to build relationships
- The ability to fully plan workload and display excellent organisational skills.
Remote Work :
No
Employment Type :
Fulltime
Employment Type
Full-time
