Job Description

Desk Administrator

Department: Investment Management

Employment Type: Full Time

Location: Bury St Edmunds

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.

Key Responsibilities

Administration

• 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
• Typing and filing
• 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