Wealth Management - London, United Kingdom - Arbuthnot Latham

Arbuthnot Latham
Arbuthnot Latham
Verified Company
London, United Kingdom

3 weeks ago

Tom O´Connor

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Tom O´Connor

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Description
***- This is a temporary position to support the Wealth Management function by providing high quality and effective administrative support.
Key Responsibilities

  • Track all client documentation and data entry ensuring client records are maintained, accurate and in good order
  • Ensure all administration follows the Wealth Management regulatory and procedural processes
  • Assist with internal operational projects as required and local continuous improvement
  • Coordinate with the Business Support Managers to produce the functional MI and reporting packs for Committee meetings
  • Responsible for managing risks inherent to the role by diligently observing internal policies and procedures

Key Interfaces

  • Wealth Management Team

Person Specification
***
Knowledge / Experience

  • Weath Management knowledge and experience preferred
  • Demonstrate an ability to work independently in a methodical, logical and accurate fashion. Must be conscientious and diligent in their work to ensure high levels of accuracy
  • Excellent time management, organisational & administrative skills, ability to work under pressure, responsible, proactive, dedicated and consistently able to achieve results. Remains motivated and confidential at all times
  • Effective written and verbal communication skills. Ability and confidence to deal effectively and professionally with people across the business.
  • Good computer skills, including Microsoft

Skills

  • Attention to detail, quality, and high standards
  • Strong communication skills, both written and verbal with a positive attitude
  • Capable of working under pressure and using own initiative and with some supervision

Qualifications

  • GCSE Maths & English 4
  • Relevant industry qualifications would be beneficial but not essential

Competencies

  • Communication and Confidence
  • Team Working
  • Planning and Reviewing
  • Service Excellence/Customer Focus
  • Influencing Others

About Us
***Work, Life and Benefits


At Arbuthnot Latham we offer:

  • Agile working (three days a week in the office)
  • Competitive salary, pension & holiday allowance
  • BUPA Health cover
  • 4x Life Assurance
  • Income Protection scheme
  • Discretionary bonus
  • Market leading maternity/paternity and menopause policies
  • Flexible benefits
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