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- Tasks: Support the investment team with client administration and relationship management.
- Company: Join a leading firm in Investment Management with a focus on client service.
- Benefits: Gain a Level 4 CISI Diploma, competitive salary, and opportunities for career progression.
- Other info: Dynamic role with potential for growth in the financial services sector.
- Why this job: Kickstart your career in finance while developing valuable skills and relationships.
- Qualifications: Strong communication skills and a passion for client service are essential.
The predicted salary is between 30000 - 40000 £ per year.
Provide administrative support for Investment Management in the ongoing service of the firm’s clients. The successful candidate will be expected to start their Level 4 CISI Investment Advice Diploma via the apprenticeship levy by the end of their probationary period. Please note that this role will not follow the path to become a qualified Investment Manager, however the role offers the successful candidate a great opportunity for progression, helping their investment team manage client portfolios and maintaining strong relationships.
Key Responsibilities
- Assist with the new client account opening process as appropriate.
- Assist with drafting client reports and correspondence that would accompany valuations, dealing letters or Investment Manager recommendations and responses to ad hoc client requests or queries.
- Present documents professionally and in an appropriate format for Investment Manager sign-off.
- Proof-read and check documents.
- Follow up promptly on unfamiliar terminology, unclear speech or corrections.
- Maintain filing systems, update information regularly and ensure internal CRM system is kept up to date.
- Ensure filing systems are checked before annual File Review.
- Proactively look for efficiencies and potential process improvements.
- Complete SharePoint forms for Investment Manager approval.
- Prepare payment, receipt, transfer and other forms for Investment Manager approval.
- Help resolve administrative queries.
- Take telephone messages and relay to Investment Manager.
- Ensure client background & suitability reports are kept up to date.
- Provide desk administration cover during periods of high volume, illness or other absence.
- Make low risk payments via CRM up to £50k.
- Any other ad hoc team administration as required.
Client relationships (if required and under appropriate supervision)
- Help resolve and respond to administrative queries from clients, referring where appropriate to Investment Manager.
- Develop relationships with clients by arranging and assisting at meetings as appropriate, including the preparation of necessary documentation.
- Check dealing data to ensure reporting procedures are followed correctly.
- Prepare transactions on the Firm’s systems for processing by the Investment Manager.
Skills, Knowledge and Experience
Essential
- Excellent written and verbal communication skills.
- Able to develop and maintain excellent internal and external relationships.
- Good customer facing skills.
- Analytical and numerate.
- Highly organised.
- Able to multi-task and prioritise tasks effectively.
- Computer literate and advanced user of Microsoft Excel, Outlook and Word.
- GCSE (or equivalent) English (grade C or above).
Advantageous
- A minimum of 2 year’s financial services experience in client administration.
- Demonstrable interest in City Markets and Private Client Fund Management.
- Experience of Microsoft extended product range, including PowerPoint.
- An understanding of the UK Regulatory framework.
Desk Administrator employer: JM Finn
Contact Detail:
JM Finn Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Desk Administrator
✨Tip Number 1
Network like a pro! Reach out to people in the investment management field, attend industry events, and connect on LinkedIn. 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 interviews by researching the company and its clients. Understand their services and be ready to discuss how your skills can help them manage client portfolios effectively. Show them you're not just another candidate!
✨Tip Number 3
Practice your communication skills! Since this role involves client interaction, being able to articulate your thoughts clearly is key. Try mock interviews with friends or family to boost your confidence.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen. Plus, we love seeing candidates who take the initiative to engage directly with us.
We think you need these skills to ace Desk Administrator
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter for the Desk Administrator role. Highlight your relevant experience in client administration and any skills that match the job description, like your communication prowess and organisational skills.
Show Off Your Skills: Don’t shy away from showcasing your written and verbal communication skills. Since this role involves drafting reports and correspondence, give examples of how you've successfully communicated in previous roles or projects.
Be Professional and Precise: When preparing your application, ensure everything is presented professionally. Proofread your documents to avoid any typos or errors, as attention to detail is key in 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 shows you’re keen on joining our team!
How to prepare for a job interview at JM Finn
✨Know Your Role Inside Out
Before the interview, make sure you thoroughly understand the Desk Administrator role and its responsibilities. Familiarise yourself with the key tasks like client account opening, drafting reports, and maintaining filing systems. This will help you answer questions confidently and show that you're genuinely interested in the position.
✨Show Off Your Communication Skills
Since excellent written and verbal communication skills are essential for this role, prepare examples of how you've successfully communicated in previous positions. Think about times when you resolved client queries or drafted important documents. Practising these examples will help you articulate your experience during the interview.
✨Demonstrate Your Organisational Skills
Being highly organised is crucial for a Desk Administrator. Be ready to discuss how you manage multiple tasks and prioritise effectively. You could even bring a simple example of a system or method you use to stay organised, which will illustrate your ability to handle the demands of the role.
✨Research the Company and Industry
Take some time to learn about the firm and its place in the investment management industry. Understanding their client base and recent developments can give you an edge. It shows that you're proactive and genuinely interested in contributing to their success, which is always a plus in an interview.