Aim and Purpose of the role:
To provide administrative support for all Investment Directors and Investment Managers.
Specific Duties:
- Learn how to process new business/accounts and maintain accurate and up to date information; Work closely with various administration support departments to ensure accurate and timely records are kept up to date for all clients.; Learn how to liaise with clients, providers, other third parties and other departments as required; Ensure client fees are settled in a timely manner and monitoring debtors list; Any other administrative tasks within the department as and when required; Learn how to file work on the CRM database;
- 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 & personality 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 Google Mail/Drive/Sheets/Word; Experience of Document Management System and document scanning an advantage; Financial Services administration background is advantageous but not essential. Investments; desirable.
#J-18808-Ljbffr
Client Services Administrator employer: Walker Crips Group
Walker Crips Group is an excellent employer that fosters a collaborative and inclusive work culture, providing employees with the opportunity to grow their expertise in risk and compliance within a supportive environment. With a focus on professional development and a hybrid working model, team members can enjoy a balanced work-life while engaging in meaningful projects that contribute to the company's governance and assurance efforts.
