Evelyn Partners
wealth management
ClientAdministrator
“Client Administrator at Evelyn Partners. Skills: administrative support to Investment Managers, client satisfaction, regulatory standards. Provide full administrative support to Investment Managers. Ensuring client satisfaction through direct contact with clients, and other operational colleagues”
What You'll Achieve.
deliver excellent client outcomes
Industry & Context.
Ability to use judgement and reasoning to propose solutions to problems
What They're Looking For.
Must Have
Proven experience working in investment management / financial planning, Experience of account opening/ reviews / preparation of packs and presentations, Ability to work under pressure and to prioritise work
Nice to Have
degree qualified but not essential, Interested in further development through additional qualifications
What You'll Do.
Provide full administrative support to Investment Managers
Ensuring client satisfaction through direct contact with clients
and other operational colleagues
adhering to regulatory standards
Maintain back-office systems and client records in line with the company policies
Request policy information from third party policy providers if applicable
Liaise with operational teams where support is provided on activities
Preparation of meeting packs and valuations (as required)
Assist investment managers in the preparation of new business pitches and presentations
Deal with cash transfers
foreign exchange transactions and monitoring of account balances for clients
Process all business in accordance with required processes & proactive pipeline management
establishing new accounts on internal systems and collating AML documentation as required
Identify and report any risks
or errors through ensuring risks are logged through to mitigating actions and controls
use of portal and other digital tools
provide guidance where required
How You'll Work.
Team & Collaboration
work closely with the aligned Investment Managers; Liaise with operational teams; collaborate and share best practices with colleagues
Communication Scope
Excellent communication skills both written and verbal
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