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- Tasks: Support Investment Managers and clients with administrative tasks and queries.
- Company: Join a dynamic team in the financial services sector, focused on client satisfaction.
- Benefits: Enjoy flexible working options and a supportive team environment.
- Why this job: Gain valuable experience in finance while making a real impact on clients' lives.
- Qualifications: No specific experience required; just a passion for finance and strong communication skills.
- Other info: Ideal for those looking to kickstart their career in a collaborative and energetic setting.
The predicted salary is between 30000 - 42000 £ per year.
The Team Administrator sits within the Centralised Front Office Administration team and delivers administrative service and support to Investment Managers, clients, introducers and responds 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 incoming post to client files
- Respond to client and introducer queries via phone and email in a timely and professional manner
- Manage workflow queues and action requests efficiently
- Initiate outgoing transfers and account closures
- Support clients’ families, estates, and solicitors throughout the full bereavement process
- Instruct internal transfers of cash and stock between portfolios
- Process client payment instructions, including arranging call-backs where necessary
- Update client KYC data and make account amendments as required
- Demonstrate strong oral and written communication skills
- Build and maintain relationships with introducers, their paraplanning teams, and clients
- Consistently perform duties in line with the FCA Conduct Rules and expected behaviours
Knowledge, Skills and Experience:
- Previous experience as a Team Administrator within Wealth or Investment Management is preferred, though not essential
- Strong interest in and understanding of the financial services industry
- Excellent organisational, planning, and prioritisation skills
- High level of attention to detail
- Confident in engaging with a wide range of stakeholders, including clients, Professional Advisers, Investment Managers, product providers, and internal teams
- Familiarity with key bereavement processes is advantageous but not required
- Demonstrates ownership and accountability in completing tasks
- Energetic and passionate about delivering positive outcomes for advisers and clients
- Collaborative team player with a strong work ethic
Team Administrator employer: Brooks Macdonald
Contact Detail:
Brooks Macdonald Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Team Administrator
✨Tip Number 1
Familiarise yourself with the financial services industry, especially focusing on wealth and investment management. Understanding the key players and processes will help you engage confidently with stakeholders during interviews.
✨Tip Number 2
Highlight your organisational and prioritisation skills in conversations. Be ready to share examples of how you've managed multiple tasks efficiently, as this is crucial for a Team Administrator role.
✨Tip Number 3
Prepare to discuss your communication style and how you build relationships with clients and colleagues. Being able to demonstrate strong interpersonal skills will set you apart from other candidates.
✨Tip Number 4
Show your enthusiasm for delivering positive outcomes. Share any experiences where you've gone above and beyond to support clients or team members, as this aligns with our values at StudySmarter.
We think you need these skills to ace Team Administrator
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience as a Team Administrator, especially in the financial services sector. Emphasise skills like organisation, communication, and attention to detail that align with the job description.
Craft a Compelling Cover Letter: Write a cover letter that showcases your understanding of the role and your enthusiasm for working in investment management. Mention specific experiences that demonstrate your ability to manage workflows and respond to client queries effectively.
Highlight Relevant Skills: In your application, clearly outline your organisational and planning skills. Provide examples of how you've successfully managed multiple tasks or projects, particularly in a team environment.
Showcase Communication Abilities: Since strong oral and written communication skills are essential for this role, include examples of how you've effectively communicated with clients or stakeholders in previous positions. This could be through email correspondence or phone interactions.
How to prepare for a job interview at Brooks Macdonald
✨Know the Role Inside Out
Make sure you thoroughly understand the responsibilities of a Team Administrator. Familiarise yourself with the processes and procedures mentioned in the job description, as this will help you answer questions confidently and demonstrate your suitability for the role.
✨Showcase Your Communication Skills
Since the role involves responding to client queries and building relationships, be prepared to discuss your communication style. Share examples of how you've effectively engaged with clients or stakeholders in the past, highlighting your ability to maintain professionalism and clarity.
✨Demonstrate Organisational Skills
The job requires excellent organisational and prioritisation skills. Be ready to provide examples of how you've managed multiple tasks or projects simultaneously, and explain your methods for staying organised and ensuring deadlines are met.
✨Express Your Passion for Financial Services
Show your enthusiasm for the financial services industry during the interview. Discuss any relevant experiences or interests that have shaped your understanding of the sector, and convey your eagerness to contribute positively to the team and clients.
