Jobs
>
Bury St Edmunds

    Desk Administrator - Bury Saint Edmunds, United Kingdom - Colville Search Limited

    Colville Search Limited
    Colville Search Limited Bury Saint Edmunds, United Kingdom

    5 days ago

    Default job background
    Description

    Provide administrative support for Investment Management in the ongoing service of the firm's clients.

    Key Responsibilities

    Administration

    Assist with the new client account opening process as appropriate Assist with drafting client reports and correspondence that would accompany valuations, dealing letters or Investment Manager recommendations and responses to ad hoc client requests or queries Typing and filing Present documents professionally and in an appropriate format for Investment Manager sign-off Proof-read and check documents Follow up promptly on unfamiliar terminology, unclear speech or corrections Maintain filing systems, update information regularly and ensure internal CRM system is kept up to date Ensure filing systems are checked before annual File Review Proactively look for efficiencies and potential process improvements Complete SharePoint forms for Investment Manager approval Prepare payment, receipt, transfer and other forms for Investment Manager approval Help resolve administrative queries Take telephone messages and relay to Investment Manager Ensure client background & suitability reports are kept up to date Provide desk administration cover during periods of high volume, illness or other absence Make low risk payments via CRM up to £50k Any other ad hoc team administration as required

    Client relationships (if required and under appropriate supervision)

    Help resolve and respond to administrative queries from clients, referring where appropriate to Investment Manager Develop relationships with clients by arranging and assisting at meetings as appropriate, including the preparation of necessary documentation Check dealing data to ensure reporting procedures are followed correctly Prepare transactions on the Firm's systems for processing by the Investment Manager Skills, Knowledge and Experience

    Essential

    Excellent written and verbal communication skills Able to develop and maintain excellent internal and external relationships Good customer facing skills Analytical and numerate Highly organised Able to multi-task and prioritise tasks effectively Computer literate and advanced user of Microsoft Excel, Outlook and Word GCSE (or equivalent) English (grade C or above)

    Advantageous

    A minimum of 2 year's financial services experience in client administration Demonstrable interest in City Markets and Private Client Fund Management Experience of Microsoft extended product range, including PowerPoint An understanding of the UK Regulatory framework



  • Gardiner Bros Hardwicke, United Kingdom

    **Job Title - **Service Desk Administrator · **Salary - **Up to £24,000 depending on experience. · **Hours **- Monday - Friday 7:00am - 15:30pm · **Location **- Hardwicke, GL2 4PH - Office Based · At Gardiner Bros & Co we offer you the opportunity to join a growing family-run bus ...


  • Marshall Group Cambridge, United Kingdom

    Service Desk Administrator · - Competitive salary, 27 days holiday increasing with service up to 30 days (option to buy /sell), pension contributions up to 9%, healthcare cash plan for you and your family and an extensive flexible benefit program · - Opportunity for hybrid workin ...


  • Zorba Consulting Limited Cambridge, United Kingdom

    Service Desk Administrator required as part of the growth of an expanding IT Support & Solutions Provider in Cambridge area. · Your focus will be client requirements and ensuring they are met accurately and efficiently. This will include front end support including resolving inci ...


  • Marshall Group Cambridge, United Kingdom

    IT Service Desk Administrator · - Competitive salary and remuneration package including, 27 days holiday, pension contributions matched up to 9% · - Office location is Cambridge with parking · - This role will initially based on site, over time some hybrid working may be possible ...


  • COMSOL Inc. Cambridge, United Kingdom

    Essential · **Responsibilities**: · Provide internal technical computer support for the UK office, consisting of various operating systems such as Windows and Linux. · Maintain patch management across all corporate-managed systems. · Administer backup infrastructure supporting po ...


  • Lynx Employment Services Ltd Cambridge, United Kingdom

    We are recruiting on behalf of our client, who is looking to recruit a Helpdesk Administrator in the Cambridge area on a full-time basis for a period of 2 months. **An Enhanced DBS on the Update Service is required for this role** · **Purpose of Role**: · To support the Estates M ...


  • Cotswold Roller Hire Ltd Halstead, United Kingdom

    **Administrator/ Hire Desk Controller** · An excellent opportunity has arisen for an enthusiastic individual who is keen to grow and develop within Cotswold Roller Hire Ltd. We are currently recruiting an Administrator/ Hire desk controller at our Plant Hire depot in... We have o ...


  • East Suffolk and North Essex NHS Foundation Trust Colchester, United Kingdom

    This is an exciting time for us; it could be for you too. · We are an ambitious trust with a simple vision, to provide the communities we serve with excellent healthcare and build a better future for the people of East Suffolk and North East Essex. To help us do this, we will wor ...


  • East Suffolk and North Essex NHS Foundation Trust Colchester, United Kingdom

    This is an exciting time for us; it could be for you too. · We are an ambitious trust with a simple vision, to provide the communities we serve with excellent healthcare and build a better future for the people of East Suffolk and North East Essex. To help us do this, we will wor ...


  • East Suffolk and North Essex NHS Foundation Trust Colchester, United Kingdom

    **This is an exciting time for us; it could be for you too.** · **We are an ambitious trust with a simple vision, to provide the communities we serve with excellent healthcare and build a better future for the people of East Suffolk and North East Essex. To help us do this, we wi ...


  • East Suffolk and North Essex NHS Foundation Trust Colchester, United Kingdom

    This is an exciting time for us; it could be for you too. · We are an ambitious trust with a simple vision, to provide the communities we serve with excellent healthcare and build a better future for the people of East Suffolk and North East Essex. To help us do this, we will wor ...


  • TRU7 Ltd Kesgrave, United Kingdom

    **About The Tru7 Group** · Headquartered in Kesgrave, near Ipswich in Suffolk, the Tru7 Group is a diversified construction business with national coverage, working across sectors including plant hire; equipment sales; recycling; aggregates and demolition. Family-owned, with stro ...


  • Jago Consultants Bury St Edmunds, Suffolk, United Kingdom

    1st Line Support Engineer required – based in their office in Bury St Edmonds. Our client is a UK based IT organisation who are commited in providing high quality IT Support to clients & End Users. The aim is to provide the level of support a business would expect from an interna ...


  • Carousel Consultancy Bury St. Edmunds, United Kingdom

    **Investment Management Secretary / Administrator - Bury St Edmunds / Hybrid Working - c£35k + benefits and bonus** · - Great opportunity for a Financial Services Secretary / Administrator, with c2 years experience in Investment / Wealth Management (at some point in career) to jo ...


  • GAP Group LTD Bury St. Edmunds, United Kingdom Full time

    Our team is the best in the industry - is it time for you to join us? · The Role: · GAP Pump Services provide advice, servicing, maintenance and repair for dewatering and sewerage pump applications including a large range of hoses, settlement tanks and water processing solutions. ...


  • Churchgate Accountants Bury St. Edmunds, United Kingdom

    Bury St Edmunds, Suffolk · - Full-time · - Date posted: th March 2023 · - Churchgate Accountants Limited · We are currently looking to recruit a Reception Administrator in our busy office in Bury St Edmunds. · Our Reception is the hub of the Office and is the first impression tha ...


  • Nafs Health Consultancy & Training Ltd. Bury St. Edmunds, United Kingdom

    NAFS Health provides Assessment, Diagnosis and Psychological treatments of individuals with emotional and mental health problems. We deliver the highest quality in all the services we provide. NAFS Health is looking for an enthusiastic and dynamic customer service administrator t ...


  • Nafs Health Consultancy & Training Ltd. Bury St. Edmunds, United Kingdom

    NAFS Health provides Assessment, Diagnosis and Psychological treatments of individuals with emotional and mental health problems. We deliver the highest quality in all the services we provide. NAFS Health is looking for an enthusiastic and dynamic customer service administrator t ...

  • Motorvogue

    Service Advisor

    2 weeks ago


    Motorvogue Bury St. Edmunds, United Kingdom

    Motorvogue are a forward-thinking company working with 13 brands across 5 locations: Fiat, Fiat Professional, Abarth, Alfa Romeo, Jeep, Renault, Dacia, CUPRA, SEAT, Hyundai, Isuzu, DS and Citroen. With showrooms in Northampton, Bedford, King's Lynn, and Norwich, our latest site i ...


  • HM Prison & Probation Service Bury St. Edmunds, United Kingdom

    **Details**: · **Reference number**: · **Salary**: · - £20,126 - £24,225- A Civil Service Pension with an average employer contribution of 27%**Job grade**: · - Other- NPS Pay Band 2 National**Contract type**: · - Permanent**Type of role**: · - Administration / Corporate Support* ...