Administrative Support Assistant

Aim and Purpose of the role:

To provide administrative support for all Investment Directors and Investment Managers.

Specific Duties:

Duties could include, but are not limited to the following:

• Processing new business/accounts and changes to existing business/accounts and maintaining accurate and up-to-date information.
• Working closely with various administration support departments to ensure accurate and timely records are kept for all clients. The priority being to have processes in place to ensure account set-up is accurate and meets client needs.
• Assisting with the preparation of 6 monthly/Annual portfolio clients reviews;
• Liaising with clients, providers, other third parties and other departments as required;
• Ensuring client fees are settled in a timely manner and monitoring department debtors' list
• Maintaining and updating client database;
• Assisting with department mailshots;
• Accurate record-keeping and data entry;
• Any other administrative tasks within the department as and when required;
• Filing of own completed work (using Volume Document Management System);
• General departmental filing when required;
• Undertake any additional duties as and when requested by the Line Manager/Director.

Other Requirements:

• Articulate with good communication skills;
• Works well on own initiative;
• Ability to manage own, sometimes demanding, workload and excellent time management skills;
• Ability to remain calm and tactful when under pressure;
• High level of care and attention to detail even when working under pressure;
• Ability to work within a team;
• Flexible;
• Organized and passionate about providing quality support;
• Positive outlook and the ability to get on well with other people.
• A level (or equivalent) standard with GCSE pass in English & Maths;
• Computer literacy is essential. Proficient in Word, Excel (including writing formulas),
• Google Mail/Drive/Sheets/Word and Internet.
• Experience in Document Management Systems and document scanning an advantage;
• A Financial Services administration background is advantageous. Investments; desirable.