Client Assistant (Wealth Management)
My client is a highly regarded, award winning wealth management organisation who are experiencing a period of tremendous growth due to their enviable reputation and first class service.
Due to their ongoing growth they have an exciting opportunity for a Client Assistant to join their talented team.
Adviser and Client Support for new business and client servicing
Managing leads with the Client Relationship Management (CRM) system
Accurate and timely data entry on to CRM
Arranging appointments and diary management
Preparing meeting packs for client appointments and ongoing client communication regarding follow-up and review meetings
Call management/ Client contact
Data Collection on client portfolios
Checking new business paperwork, banking cheques, scanning documents
Submission of new business to Platform and Off-Platform administration teams
Managing cash balances and cash movements
Updating static information - change of name, address etc.
Assisting Advisers with fact find input
Handling and administration of Incoming and Outgoing communications covering all aspects of client instruction with respect to their portfolios, general enquiries and advice related documentation
Task and workflow management on back office system
Awareness and ability to apply the Practice Manual methodology
General ad hoc admin duties
Liaising and working with colleagues within the Practice to ensure success and operational efficiency and profitability.
- Previous financial services experience is preferable
- Excellent attention to detail
- IT skills
- Team Player
- Good communication skills - verbal and written
- Excellent record keeping and reporting capabilities
- Proactive nature to gain efficiencies
- Ability to multi-task
- Demonstration of Initiative
This is a rare opportunity to join a highly regarded company who offer an excellent remuneration package, a supportive and professional working environment and opportunities for progression and development