Investment Administrator - York, United Kingdom - Walker Crips

Walker Crips

Verified Company

York, United Kingdom

3 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

Aim and Purpose of the role:
To provide administrative support for all Investment Directors and Investment Managers.

Specific Duties:

Duties could include, but are not limited to the following:

Processing new business/accounts and changes to existing business/accounts and maintaining accurate and up to date information
Working closely with various administration support departments to ensure accurate and timely records are kept for all clients. Priority being to have processes in place to ensure account set up is accurate and meets client needs
Assisting in the process of winding up Estates of clients who have passed away
Dealing with Solicitors, Registrars and Executors for the Estate accounts
Liaising with clients, providers, other third parties and other departments as required
Ensuring client fees are settled in a timely manner and monitoring department debtors list
Maintaining and updating client database
Accurate record keeping and data entry
Any other administrative tasks within the department as and when required
Filing of own completed work (using Papercloud Document Management System)
General departmental filing when required
Assist with Switchboard duties where necessary
Undertake any additional duties as and when requested by the Line Manager/Director.

Other Requirements:

Articulate with good communication skills
Works well on own initiative
Ability to manage own, sometimes demanding, workload and excellent time management skills
Ability to remain calm and tactful when under pressure
High level of care and attention to detail even when working under pressure
Ability to work within a team and on own initiative
Flexible
Organized and passionate about providing quality support
Positive outlook and the ability to get on well with other people
GCSE pass in English & Maths
Computer literacy is essential. Proficient in Word, Excel (including writing formulas), Gmail, Google Drive and Internet
Experience of Document Management System and document scanning an advantage

-
Desirable: Financial Services administration background preferably Investments.