Team/Client Administrator
- Recruiter
- Aldrich & Company Limited
- Location
- EC2
- Salary
- £40,000 + benefits
- Posted
- 08 Oct 2024
- Closes
- 15 Oct 2024
- Ref
- 927350
- Job Title
- Team Assistant
- Industry Sector
- Banking / Finance
- Contract Type
- Permanent
- Hours
- Full Time
Team / Client Administrator
£30-40,000 + benefits
A high-profile fund management firm in the city are looking to build their support team.
Would you say that you are a born organiser, enjoy working in a team and dealing with clients?
Do you have exceptional attention to detail?
Do you want to make a difference, and go above and beyond?
Do you want to be valued? Use your initiative? Take charge of the administration and organisation of a team?
If the answer is yes; we’d love to hear from you. Particularly, if you are strong on processes and IT and enjoy being part of a successful, inclusive team.
This job could have your name on it – we can’t think of a better place to build your career if you fit the bill.
What you’ll be doing day-to-day:
- Hours 8:30-5 and 5 days a week in the office
- Supporting Investment Management team and their clients
- Liaising with dealers and brokers
- Preparing correspondence and meeting reports
- Using CRM software
- Processing investor applications and coordinating investor processes, including KYC
- Responding to client queries and attending meetings with clients
- Managing multiple appointments within a shared diary
- Keeping files up to date
- Keeping up to date on compliance and regulation
- Arranging events, lunches and meetings
- Attending client and compliance briefings
The skills you need to bring:
- Experience and an interest in financial services
- Superb client facing skills
- Confident communication skills
- Hard-working attitude
- Strong MS Office
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