Pa & Administrator - London, United Kingdom - Ortus PSR

Ortus PSR

Verified Company

London, United Kingdom

1 week ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

We are excited to support our client, a fantastic boutique, independent, wealth planner, asset manager and employee benefits specialist based in London and South East England, find a PA & Administrator to add to their growing team

This company has been awarded Corporate Chartered status by the Chartered Insurance Institute - the industry gold standard for financial planners evidencing ethical practice, professional, competent and knowledgeable advice, and a commitment to providing service and support of the highest quality.

They have have built their Company on integrity and trust, and are passionate about equal opportunities and diversity within the industry, working hard to develop a fabulous people-led culture.

They are proud winners of the 2019 and 2021 _Best Financial Advisers to Work for_ award_ _and eagerly await the results of the 2023 survey.

Purpose of role

Accountabilities:

The role comprises, but is not restricted to:

Organise and diarise meetings on behalf of the Private Client Director
Manage the Private Client Directors expenses and adhoc travel arrangements
Manage post and all associated scanning and filing
Work with the Private Client Director to prioritise tasks and manage the inbox
Distribute agendas and information requests prior to client meetings where required
Chase clients for paperwork and information
Work with the Senior Private Client Administrator to manage daily admin workflow requests
Use internal systems to manage data and workload in line with company processes and procedures e.g. DocuSign, Intelligent Office, and Volume
Maintain distribution lists for central marketing and bulk communications
Assist the Senior Private Client Administrator with valuation production and fund switches if required
Ensure all client information (including meeting notes) is accurately maintained on internal systems, including Intelligent Office and Volume
Run client risk tolerances and carry out antimoney laundering checks
Ensure electronic client files are organised and updated, and easily accessible.

Experience and Qualifications

1+ years' experience in a PA, administration or reception/front of house role
Experience of delivering client service at the highest level and ideally use of a CRM system
Excellent IT skills with a good working knowledge of Excel
Excellent written and verbal communication skills with an extremely high level of attention to detail.

Competencies:

I need someone who can:

Work to pressing deadlines
Display personal resilience
Handle the pressure of a busy team and a demanding workload
Quickly build strong working relationships with the team
Communicate confidently and accurately in person and in writing
Display an enthusiastic and proactive working style
Be exceptionally organised, with excellent time management and prioritising skills
Be focused and motivated to deliver a consistently exceptional level of service to clients and colleagues
Work well under own initiative and display a commonsense approach to managing workload and daytoday priorities.

Location and hybrid working:
Clerkenwell (Farringdon), London with hybrid working flexibility.

Salary:
£24-£28k, with a discretionary bonus and an excellent benefits package.