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Senior Administrator

Liverpool, Merseyside

£22000.00 - £26000.00 per annum

Permanent (Full time)

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We are currently recruiting for a highly experienced Administrator to join a leading wealth management company based in Liverpool City Centre. You will work closely and provide administration support to Investment Managers. You will provide excellent service to clients ensuring a high standard at all times.

The Job

  • Manage the client facing administration process
  • Liaise between investments and operations teams ensuring parties are kept up to date with process
  • Processing client payments and account amendments
  • Maintaining a good relationship and keeping the administration team updated identifying opportunities for improvement
  • First point of contact for clients for any administration queries
  • Producing client summaries and welcome letters
  • End to end management of account opening and transfer processes
  • Maintenance of client support systems CRM
  • Taking ownership for all client admin tasks ensuring the team are following processes
  • Understand the client suitability requirements, supporting the investment team to father information via questionnaires

Requirements

  • Extensive administration experience
  • Knowledge of regulatory environment
  • Ability to learn new systems, prior knowledge of a client relationship system is essential
  • Extensive knowledge using MS Office
  • High accuracy and good attention to detail
  • Good communication skills

Benefits

  • Highly competitive salary
  • City Centre location
  • Modern offices

Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age.

Posted 107 days ago

This job has expired.
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This job has expired.
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