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- Tasks: Join us as a Valuations Administrator, maintaining client portfolios and ensuring accurate documentation.
- Company: Be part of a dynamic team dedicated to exceptional client service and relationship building.
- Benefits: Enjoy opportunities for continuous learning and professional development in a supportive environment.
- Why this job: This role offers hands-on experience in finance, with a focus on accuracy and collaboration.
- Qualifications: Previous valuation experience and strong IT skills are essential; attention to detail is a must.
- Other info: You'll collaborate with brokers and participate in software testing, enhancing your skill set.
The predicted salary is between 30000 - 42000 £ per year.
Job Purpose: Join our dynamic team as a Valuations Administrator, where you'll play a crucial role in ensuring our clients' investment portfolios are accurately maintained and reflect their true value. Your expertise will help us deliver exceptional service and build lasting relationships with our clients.
Key Responsibilities:
- Portfolio Maintenance: Efficiently set up and maintain clients’ portfolio records, ensuring they are always up-to-date and accurately reflect stock transactions, holdings, tax costs, and values.
- Documentation: Record every portfolio adjustment meticulously to maintain comprehensive and accurate documentation.
- Daily Updates: Verify and update stock records daily to ensure the accuracy of information for all client holdings.
- Probate Valuations: Organise probate valuations on behalf of brokers, providing timely and accurate assessments.
- Client Reporting: Maintain the contents of client reports, ensuring they are clear, accurate, and informative.
- Broker Liaison: Collaborate with brokers to clarify or request additional information related to portfolio updates.
- Continuous Learning: Attend relevant training sessions to enhance your knowledge and skills.
- Data Accuracy: Liaise with data providers to request or verify the accuracy of data feeds.
- Software Testing: Participate in testing new software releases to ensure they meet our high standards.
- Issue Resolution: Proactively raise and address any issues with the relevant departments.
- Additional Duties: Perform other reasonable duties as required for this role.
Knowledge and Skills:
- Valuation Expertise: Previous experience in valuation is essential.
- Tax Knowledge: Basic understanding of Capital Gains Tax rules.
- Performance Logic: Basic understanding of Portfolio Performance logic.
- Company Policies: Familiarity with the company handbook and its contents.
- Compliance: Understanding of Anti-Money Laundering Rules and ensuring compliance in all aspects of the role.
- IT Proficiency: Strong IT literacy skills with working knowledge of Word, Excel, and Outlook.
- Attention to Detail: Proven accuracy and attention to detail.
- Proactive Approach: A hands-on working approach, able and willing to deliver within set timeframes.
- Self-Motivation: Self-motivated and driven to achieve excellence.
- Team Collaboration: A key contributor through effective collaboration.
- Communication Skills: Confident communicator at all levels, capable of resolving issues professionally and competently.
Valuations Administrator employer: Charles Stanley & Co. Limited
Contact Detail:
Charles Stanley & Co. Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Valuations Administrator
✨Tip Number 1
Familiarise yourself with the key responsibilities of a Valuations Administrator. Understanding portfolio maintenance and documentation processes will help you demonstrate your knowledge during interviews.
✨Tip Number 2
Brush up on your valuation expertise and tax knowledge, especially regarding Capital Gains Tax rules. Being able to discuss these topics confidently can set you apart from other candidates.
✨Tip Number 3
Showcase your IT proficiency by being well-versed in software like Excel and Outlook. Consider preparing examples of how you've used these tools effectively in past roles.
✨Tip Number 4
Highlight your attention to detail and proactive approach in previous experiences. Be ready to share specific instances where your accuracy made a significant impact on your team's success.
We think you need these skills to ace Valuations Administrator
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in valuations and portfolio management. Use specific examples that demonstrate your attention to detail and IT proficiency, as these are key skills for the role.
Craft a Compelling Cover Letter: In your cover letter, express your enthusiasm for the Valuations Administrator position. Mention your understanding of Capital Gains Tax rules and how your proactive approach can contribute to the team.
Highlight Relevant Skills: Emphasise your communication skills and ability to collaborate with brokers. Provide examples of how you've successfully resolved issues in previous roles, showcasing your problem-solving abilities.
Proofread Your Application: Before submitting, carefully proofread your application materials. Ensure there are no spelling or grammatical errors, as attention to detail is crucial for this position.
How to prepare for a job interview at Charles Stanley & Co. Limited
✨Showcase Your Valuation Expertise
Be prepared to discuss your previous experience in valuation. Highlight specific examples where your skills made a difference, and demonstrate your understanding of the processes involved in maintaining accurate portfolio records.
✨Demonstrate Attention to Detail
Since this role requires meticulous documentation and accuracy, share instances where your attention to detail has positively impacted your work. This could include examples of how you’ve successfully managed complex data or resolved discrepancies.
✨Familiarise Yourself with Relevant Regulations
Brush up on Capital Gains Tax rules and Anti-Money Laundering regulations. Being able to discuss these topics confidently will show that you understand the compliance aspects of the role and are ready to uphold the company's standards.
✨Prepare for Team Collaboration Questions
Expect questions about how you work within a team. Think of examples where you've effectively collaborated with others, especially in resolving issues or improving processes. This will highlight your proactive approach and communication skills.
