Administrator - Leeds, United Kingdom - The Private Office
Description
The role
At the Private Office, we are looking for a positive team member with drive, ambition, and a strong work ethic.
You will be working as part of the productive, high performing Adviser Support Team providing full administrative support and maintaining close contact with our Advisers to deliver a professional, compliant and effective service to our clients.
Key Responsibilities
- Input information for new and existing clients onto CRM System (Curo). Ensuring Know Your Client (KYC) information for clients is entered fully and accurately.
- Liaising with new clients to gather information
- Process new client meeting packs for advisers
- Generate tasks for advice reports to be produced
- Money laundering and ID checks for all clients including running Smartsearch reports
- Preparation of meeting packs for client review meetings
- Processing post review meeting outcomes.
- Generating invoices for Cashflow advice.
- Ensure that all tasks on CURO are completed in line with company policy and procedures.
- Develop and maintain effective relationships with colleagues and third parties.
- Provide excellent telephonebased service to clients both external and internal together with thirdparty providers.
- Be aware and act upon any compliance, risk, and quality issues.
- Provide recommendations/improvement ideas to increase operational efficiencies within the team.
Benefits
- Share Scheme
- Company discretionary bonus scheme;
- Full time hours (35 per week) Monday to Friday 9.00am and 5.00pm 1 hour for lunch;
- 24 holidays (increasing to 26), plus 2 additional days paid Christmas shut down period;
- Private Healthcare;
- Group Income Protection;
- Life Assurance;
- Eye Care Scheme;
- Wellbeing programme;
- Bike to Work Scheme;
- Full support with professional qualifications;
Knowledge, Skills and Experience
- A desire to further develop knowledge of the industry and role
- Good IT skills in core Microsoft Office systems
- Strong organisation and prioritisation skills
- Excellent verbal and written communication skills with an eye for detail
- Professional telephone manner
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