Client Administrator

This is a fully remote position, open to applicants in United Kingdom.

📋 Description

• Deliver comprehensive administrative assistance to Investment Managers, ensuring smooth daily operations and effective workflow.

• Handle client communications and inquiries with professionalism and empathy.

• Keep precise and organized client records and documentation in accordance with regulatory standards and data protection regulations.

• Organize meetings, appointments, and events for Investment Managers and clients.

• Prepare and manage client-related documentation, reports, and correspondence.

• Act as a liaison between Investment Managers, clients, and operational team members.

• Monitor and track client matters, ensuring prompt follow-up and resolution.

• Assist in maintaining client databases and CRM systems.

• Contribute to the ongoing enhancement of administrative processes and procedures.

• Provide support for ad hoc projects and administrative tasks as needed.

⛳️ Requirements

• Exceptional educational background, ideally with a degree, although not mandatory.

• Prior experience in the financial services sector, preferably in financial planning or wealth management supporting clients.

• Proven background in administration.

• Strong organizational and time management skills.

• Keen attention to detail and accuracy in all tasks.

• Proficiency in MS Office applications.

• Familiarity with CRM systems is advantageous but not required.

• Relevant administrative or business qualifications are a plus.

🏝️ Benefits

• Competitive salary.

• Private medical insurance.

• Life assurance.

• Pension contribution.

• Hybrid working model (role dependent).

• Generous holiday package.

• Option to purchase additional holiday.

• Shared parental leave.

• Employee resource groups.

• Diversity, equity, and inclusion initiatives.

• Reasonable adjustments throughout the application process.