Front Office Support Administrator

Front Office Support Administrator

Chelmsford Full-Time 24000 - 36000 £ / year (est.) No home office possible
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Job Description

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Role Overview:Join our dynamic Front Office Support (FoS) Administration Team, where you'll play a key role in delivering high-quality administrative support across all business divisions. Working closely with Investment and Portfolio Managers, IMAs, and Assistants, you'll help ensure our processes are efficient, compliant, and client-focused.

Key Responsibilities:As a valued team member, you will:

  • Manage core administrative tasks, including:
    • Processing, printing, and archiving correspondence
    • Updating client data and handling call backs
    • Managing onboarding of new account applications
    • Supporting deceased client processes (e.g., probate valuations, documentation)
    • Preparing and scheduling Suitability Meeting Packs
    • Coordinating corporate action notifications with stakeholders
    • Executing mail merges and distributing key information
  • Maintain and enhance desk procedures, contributing to best practice initiatives
  • Identify and escalate potential risks appropriately
  • Collaborate with middle office teams and other departments
  • Deliver a professional and responsive service to internal and external clients
  • Ensure accurate record-keeping and audit trails for regulatory compliance

What We’re Looking For:

  • GCSEs (or equivalent) including Maths and English
  • CISI IOC Unit 1 (Introduction to Securities & Investment) – preferred
  • Proven experience in an administrative or support role
  • Proficiency in Microsoft Office, especially Word and Excel
  • Strong written and verbal communication skills
  • Excellent stakeholder management and interpersonal skills
  • A proactive, positive attitude and a commitment to being a role model

Front Office Support Administrator employer: Charles Stanley & Co. Limited

Join our vibrant team as a Front Office Support Administrator, where you'll thrive in a supportive and collaborative work culture that values your contributions. With opportunities for professional growth and development, you will be part of a company that prioritises employee well-being and fosters a client-focused environment. Located in a dynamic setting, we offer a range of benefits that enhance your work-life balance, making us an excellent employer for those seeking meaningful and rewarding employment.
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Contact Detail:

Charles Stanley & Co. Limited Recruiting Team

Front Office Support Administrator
Charles Stanley & Co. Limited
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