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.
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Client Services Administrator employer: Walker Crips
At Walker Crips, we pride ourselves on fostering a collaborative and inclusive work environment where compliance professionals can thrive. Our commitment to employee development is evident through tailored training programmes and opportunities for career progression within the financial services sector. Located in a vibrant area, we offer a dynamic workplace culture that values integrity and innovation, making us an excellent employer for those seeking meaningful and rewarding careers in compliance.
