Front Office Support Administrator

Front Office Support Administrator

Chelmsford Full-Time 24000 - 36000 Β£ / year (est.) No home office possible
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At a Glance

  • Tasks: Support our team with essential admin tasks and client-focused processes.
  • Company: Join a dynamic firm dedicated to high-quality service in finance.
  • Benefits: Enjoy a collaborative environment with opportunities for growth and learning.
  • Why this job: Be part of a team that values efficiency, compliance, and client satisfaction.
  • Qualifications: GCSEs in Maths and English; admin experience preferred; strong Microsoft Office skills.
  • Other info: Ideal for proactive individuals looking to make an impact in finance.

The predicted salary is between 24000 - 36000 Β£ per year.

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

    As a Front Office Support Administrator, you will thrive in a collaborative and supportive work environment that prioritises employee growth and development. Our company offers comprehensive training programmes, competitive benefits, and a culture that values innovation and teamwork, all set in a vibrant location that fosters both professional and personal fulfilment. Join us to be part of a dedicated team where your contributions are recognised and rewarded, making a meaningful impact on our clients and the business.
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    Contact Detail:

    Charles Stanley & Co. Limited Recruiting Team

    StudySmarter Expert Advice 🀫

    We think this is how you could land Front Office Support Administrator

    ✨Tip Number 1

    Familiarise yourself with the key responsibilities listed in the job description. Understanding the specific tasks, like managing onboarding processes and coordinating corporate actions, will help you demonstrate your relevant experience during interviews.

    ✨Tip Number 2

    Brush up on your Microsoft Office skills, particularly in Word and Excel. Being proficient in these tools is crucial for the role, so consider taking a quick online course or tutorial to enhance your abilities before applying.

    ✨Tip Number 3

    Network with professionals in the finance and administrative sectors. Engaging with individuals who work in similar roles can provide insights into the company culture and expectations, which can be beneficial during your application process.

    ✨Tip Number 4

    Prepare examples of how you've successfully managed administrative tasks in the past. Be ready to discuss specific situations where you improved processes or handled client interactions effectively, as this will showcase your suitability for the role.

    We think you need these skills to ace Front Office Support Administrator

    Administrative Skills
    Proficiency in Microsoft Office (Word and Excel)
    Strong Written and Verbal Communication Skills
    Stakeholder Management
    Interpersonal Skills
    Attention to Detail
    Organisational Skills
    Problem-Solving Skills
    Client-Focused Approach
    Record-Keeping and Compliance Knowledge
    Ability to Manage Multiple Tasks
    Proactive Attitude
    Team Collaboration
    Understanding of Financial Services Regulations

    Some tips for your application 🫑

    Tailor Your CV: Make sure your CV highlights relevant experience in administrative roles. Emphasise your proficiency in Microsoft Office, particularly Word and Excel, as well as any experience with client data management.

    Craft a Compelling Cover Letter: Write a cover letter that showcases your understanding of the role and how your skills align with the responsibilities listed. Mention your proactive attitude and commitment to delivering high-quality support.

    Highlight Relevant Qualifications: If you have GCSEs or equivalent qualifications, especially in Maths and English, make sure to mention them. If you possess the CISI IOC Unit 1 qualification, include it prominently as it is preferred for this role.

    Proofread Your Application: Before submitting, carefully proofread your application for any spelling or grammatical errors. A polished application reflects your attention to detail, which is crucial for an administrative position.

    How to prepare for a job interview at Charles Stanley & Co. Limited

    ✨Know Your Role

    Familiarise yourself with the key responsibilities of a Front Office Support Administrator. Understand the core administrative tasks you'll be handling, such as managing client data and coordinating corporate actions. This will help you demonstrate your knowledge and enthusiasm during the interview.

    ✨Showcase Your Skills

    Be prepared to discuss your proficiency in Microsoft Office, particularly Word and Excel. Consider bringing examples of how you've used these tools in previous roles to improve efficiency or manage data effectively. This will highlight your technical skills and relevance to the position.

    ✨Demonstrate Communication Skills

    Since strong written and verbal communication skills are essential for this role, practice articulating your thoughts clearly. You might be asked situational questions, so think about how you can convey your experiences in a concise and professional manner.

    ✨Emphasise Team Collaboration

    The role involves working closely with various teams, so be ready to discuss your experience in collaborative environments. Share examples of how you've successfully worked with others to achieve common goals, which will show your ability to fit into their team-oriented culture.

    Front Office Support Administrator
    Charles Stanley & Co. Limited
    C
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