Client Administration Assistant £25,000 - £30,000

Do you have Administration experience in an Investment/Asset Management or Private Client environment and are looking for a new challenge?

My client is a top Asset Management Company based in the heart of the city and is keen to recruit and Client Administrator for their Private Client Team. It’s a busy, varied role that will include:-

·   Accurate documentation management and ensuring all new client files and pertinent documentation are scanned accurately and that the data recorded on internal systems is updated correctly.

·  Working closely with Client Administrators by assisting with production of Investment Management Agreements and printing and collating information to be sent to clients.

·   Assisting with the collation and distribution of annual tax reports.

·  Updating the internal system with client information gathered and managing data clean-up projects when required.

·  Responsible for archiving of hard copy client files.

·   Many Adhoc administrative tasks.

In return you’ll be working for a very successful organisation that really look after their staff – benefits include a generous non-contributory pension, healthcare and profit-share bonus.