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- Tasks: Support the investment management team with admin tasks and client interactions.
- Company: Join a prestigious wealth management firm known for exceptional client care.
- Benefits: Enjoy hybrid working, competitive salary, generous leave, and professional development support.
- Why this job: Be part of a collaborative culture that values your skills and commitment.
- Qualifications: Previous admin experience preferred; financial services background is a plus.
- Other info: Opportunity to volunteer and access employee discounts.
The predicted salary is between 21600 - 32400 £ per year.
A fantastic opportunity has arisen for a highly organised and proactive Client Services Administrator to join a prestigious investment management team based in Harrogate. This role offers the chance to support a leading wealth management business that provides a full range of investment services to private clients, with an outstanding reputation for client care and professional excellence.
You will play a vital role in supporting the investment management team, liaising directly with clients and intermediaries, and ensuring the smooth onboarding of new clients. This is a great opportunity for someone who is passionate about delivering exceptional service, is detail-oriented, and thrives in a busy, professional environment.
Key Responsibilities:- Provide comprehensive secretarial and administrative support to the investment management team.
- Liaise directly with clients on behalf of Investment Managers, taking instructions and booking meetings.
- Assist with client onboarding, preparing reports, maintaining client records, and ensuring all documentation is compliant and up to date.
- Support the quarterly valuation process, including drafting client communications and coordinating with third parties.
- Handle cash movements and account administration, including processing ISA subscriptions and SIPP transfers.
- Maintain and update management information and suitability logs in Excel.
- Assist in preparing client presentations using PowerPoint.
- Identify and suggest improvements to internal processes and systems to enhance efficiency.
- Support wider office functions, including answering overflow calls from reception.
- Keep up to date with company policies, procedures, and compliance requirements.
- Previous experience working in an administrative role; experience within financial services is advantageous but not essential.
- Strong verbal and written communication skills, with the ability to deal professionally with clients and colleagues.
- Highly organised, detail-focused, and a natural problem-solver.
- Confident working independently as well as part of a team.
- Proficient in Microsoft Word, Excel, and PowerPoint.
- Enthusiastic, adaptable, and eager to support a team committed to service excellence.
- Competitive salary and discretionary bonus scheme.
- Hybrid working model.
- 25 days’ annual leave plus bank holidays.
- 6% employer pension contribution.
- Private medical insurance, group life assurance, and income protection insurance.
- Support for further education and professional training.
- Confidential Employee Assistance Programme.
- Two additional days per year for voluntary work.
- Access to employee discount schemes.
You will be joining a highly professional and collaborative business that embraces innovation, trusts its people, and maintains the highest standards of service for clients. If you are looking for a role where your skills and commitment will be genuinely valued, this could be the perfect next step in your career.
Administrative Assistant (Admin) employer: Eden Recruitment Ltd
Contact Detail:
Eden Recruitment Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Administrative Assistant (Admin)
✨Tip Number 1
Familiarise yourself with the investment management industry. Understanding the basics of financial services and client onboarding processes will help you stand out during interviews, showing your genuine interest in the role.
✨Tip Number 2
Highlight your organisational skills by preparing examples of how you've managed multiple tasks or projects in previous roles. This will demonstrate your ability to thrive in a busy environment, which is crucial for this position.
✨Tip Number 3
Practice your communication skills, especially in a professional context. Being able to articulate your thoughts clearly and confidently will be key when liaising with clients and colleagues.
✨Tip Number 4
Get comfortable with Microsoft Excel and PowerPoint. Since these tools are essential for the role, consider brushing up on your skills or even taking a short course to enhance your proficiency before applying.
We think you need these skills to ace Administrative Assistant (Admin)
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant administrative experience, particularly in client services or financial environments. Emphasise skills like organisation, communication, and proficiency in Microsoft Office.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for delivering exceptional service. Mention specific examples of how you've successfully supported teams or improved processes in previous roles.
Highlight Key Skills: In your application, focus on key skills mentioned in the job description, such as attention to detail, problem-solving abilities, and experience with client onboarding. Use bullet points for clarity.
Proofread Your Application: Before submitting, carefully proofread your application for any spelling or grammatical errors. A polished application reflects your attention to detail and professionalism.
How to prepare for a job interview at Eden Recruitment Ltd
✨Showcase Your Organisational Skills
As an Administrative Assistant, being organised is key. Prepare examples from your past experiences where you successfully managed multiple tasks or projects simultaneously. This will demonstrate your ability to thrive in a busy environment.
✨Communicate Clearly and Professionally
Strong verbal and written communication skills are essential for this role. Practice articulating your thoughts clearly and professionally, especially when discussing how you've handled client interactions in the past.
✨Familiarise Yourself with Financial Services
While experience in financial services isn't mandatory, having a basic understanding of the industry can set you apart. Research common terms and processes related to investment management to show your enthusiasm and readiness to learn.
✨Prepare for Scenario-Based Questions
Expect questions that assess your problem-solving abilities and how you handle challenges. Think of specific scenarios where you identified improvements in processes or dealt with difficult situations, and be ready to discuss them in detail.
