At a Glance
- Tasks: Support Investment Managers and clients with administrative tasks and queries.
- Company: Dynamic investment management firm focused on client success.
- Benefits: Flexible work options, competitive salary, and a supportive team environment.
- Other info: Embrace diversity and enjoy excellent career growth opportunities.
- Why this job: Join a vibrant team and make a real difference in client relationships.
- Qualifications: Experience in administration preferred but not essential; strong organisational skills required.
The predicted salary is between 30000 - 40000 € per year.
Role Overview
This Team Administrator role will be a permanent role, the ideal candidate will deliver administrative service and support to Investment Managers, Portfolio Managers, clients, introducers and respond to requests from supporting functions. This is achieved by having a clear and precise understanding of all the processes and procedures that are undertaken within the administrative team.
Role Responsibilities
- Open, scan and save post to client files
- Answer and respond to client and introducer queries on the phone and email
- Stay on top of workflow queues and respond to requests
- Book meetings for the IM team
- Liaise with appropriate teams for the effective onboarding of new clients
- Initiate incoming and outgoing transfers, keeping the Investment Manager/ Portfolio Manager updated with progress regularly
- Instruct internal transfers of cash and stock from one portfolio to another
- Complete payment instructions from clients, including taking payment instructions and arranging call backs to clients, if required
- Complete client KYC data amendments and account amendments
- Process ISA/ LISA/ JISA and Flexible ISA subscriptions
- Assist with meeting preparation, including printing and binding client and introducer reports and presentations
- Build relationships with introducers and their para-planning team, as well as with clients of the team
- Perform role always ensuring adherence to the expected behaviours stated in the FCA Conduct Rules
Knowledge, Skills and Experience
- Experience in a similar role as a Team Administrator within Wealth or Investment Management preferred but not essential
- Demonstrable interest in and understanding of financial services
- Proven organisation, planning and prioritising skills
- Demonstrable level of attention to detail
- Ability to engage with diverse clients, Professional Advisers, Investment Managers, product providers and internal stakeholders
- Possess a passion and energy to deliver successful outcomes for our advisers and clients
Employees are required to be in the office three days a week, with flexibility to work from home on the other two days. We welcome talented people from all backgrounds who live our guiding principles and are focused on ensuring the best outcomes for our clients. We are committed to promoting equal employment opportunities and positively encourage applications regardless of race, religion or belief, sexuality, age, disability, gender, gender identity, marital status or pregnancy and maternity.
Team Administrator employer: Brooks Macdonald
As a Team Administrator at our company, you will thrive in a dynamic and supportive work environment that values collaboration and professional growth. With a commitment to employee development and a flexible working arrangement, including three days in the office and two days remote, we foster a culture of inclusivity and respect, ensuring that every team member can contribute meaningfully to our clients' success. Join us to be part of a forward-thinking team that prioritises your well-being and career advancement in the heart of the financial services sector.
StudySmarter Expert Advice🤫
We think this is how you could land Team Administrator
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector and let them know you're on the hunt for a Team Administrator role. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for those interviews! Research common questions for administrative roles and practice your responses. We recommend using the STAR method (Situation, Task, Action, Result) to structure your answers and showcase your skills effectively.
✨Tip Number 3
Show off your organisational skills! During interviews, share examples of how you've managed multiple tasks or projects simultaneously. This will demonstrate your ability to handle the workflow queues and client requests that are key to the Team Administrator role.
✨Tip Number 4
Don't forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you're genuinely interested in joining our team and contributing to our success.
We think you need these skills to ace Team Administrator
Some tips for your application 🫡
Know the Role:Before you start writing, take a good look at the job description. Make sure you understand what a Team Administrator does and how your skills fit in. We want to see that you can deliver the administrative support needed for Investment Managers and clients.
Tailor Your Application:Don’t just send a generic application! Use specific examples from your experience that relate to the responsibilities listed. Show us how you've handled client queries or managed workflows in the past. This helps us see you as a great fit for the role.
Be Clear and Concise:When writing your application, keep it clear and to the point. We appreciate attention to detail, so make sure your spelling and grammar are spot on. A well-structured application shows us you can communicate effectively, which is key for this role.
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it gives you a chance to explore more about StudySmarter and what we stand for!
How to prepare for a job interview at Brooks Macdonald
✨Know Your Role Inside Out
Before the interview, make sure you thoroughly understand the responsibilities of a Team Administrator. Familiarise yourself with tasks like managing client queries, booking meetings, and processing financial instructions. This will help you demonstrate your knowledge and show that you're genuinely interested in the role.
✨Showcase Your Organisational Skills
Since this role requires strong organisational abilities, prepare examples from your past experiences where you've successfully managed multiple tasks or projects. Be ready to discuss how you prioritise your workload and ensure nothing slips through the cracks.
✨Engage with Real Scenarios
Think about potential scenarios you might face in the role, such as handling a difficult client query or coordinating with different teams. Practising your responses to these situations can help you feel more confident during the interview and show that you can think on your feet.
✨Demonstrate Your Attention to Detail
Attention to detail is crucial for a Team Administrator. Bring along examples of how you've ensured accuracy in your work, whether it's through double-checking documents or maintaining organised records. This will highlight your suitability for the role and reassure the interviewers of your capabilities.
