Senior Administrator - London, United Kingdom - Reed Insurance

Reed Insurance

Verified Company

London, United Kingdom

3 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

New opportunity has arisen for
Senior Client Services Associate.

My client - a well-established, award-winning company, with strong position on the financial market, build over the years, trusted by the clients with management, fiduciary oversight, and administration of in excess of US$75bn.

Presenting solid core valuesof excellence and moral courage and offer range of services to world's leading families and wealth creators to protect their wealth.

This company operate from 19 offices in 14 geographies and help their clients with planning and investing funds, while engageand demonstrate their commitment to society and the communities in which they work and operate.

Purpose of the role is to be a part of the Client Services Team, who is responsible for providing high level of support to the Advisers/Directors with focus on general administration and implementation of advice.

In addition, the person will undertake someteam and procedural oversight with help and guidance from Client Service Manager

The Client Services Team is responsible for

New client onboarding
Implementation of advice obtaining quotes, liaison with pension and product providers
Investment implementation
Dealing with client queries

Key responsibilities:

Act as point of contact for clients
Update of client portal with price feeds and daily reports
Daily trading as required, support with review and sign off trading tickets and submitting trades to custodians for processing
Preparation and distribution of accurate client reports

- assist in the analysis of existing policies/holdings, overseeing LOA process and data

Assist in the preparation of internal analysis reports including pension illustrations, protection illustrations and investment holdings via Financial Express
Preparation of shortened Advice for Adviser review and signoff
Precompletion of forms for new transferring pensions, protection, and ISAs
Placing of investment orders and instructions with custodies
Assist in preparation of Annual Review
Meeting attendance as required
Assist in postannual follow up
Support other processes including client valuations, client fee letters
At least 2 years of an experience in administrative role within financial services company
Strong technical experience across pensions, protection, and investments
Excellent communication skills and ability to liaise with stakeholders at every level
Strong verbal and written skills
Capable to multitask and prioritise own workload
Driven and committed