Administrator - Inverness, United Kingdom - Walker Crips

Walker Crips

Verified Company

Inverness, United Kingdom

2 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

Aim and Purpose of the role: (why your role exists, and why it is important to Walker Crips)
To assist in maintaining a profitable bank of Private Clients by providing administrative support to the Investment Directors

Specific Duties:
(what is it that you do)

To assist in the day to day management of the Client bank for

the Inverness Office.

To work with, report to and provide back up to Investment Directors and develop a working relationship with their clients.
Answer telephones, speak with clients in a polite and respectful manner.
To ensure all administration incorporates efficient recording and checking of any client detail changes.
To keep abreast of CPD as required by Compliance.
To assist in ensuring that data maintained on behalf of clients is up to date and that adequate records are maintained.
To obtain an indepth knowledge of the services offered to clients by the company for portfolio maintenance.
To provide clients with all relevant information in a timely manner, as long as the timing of that information is within the control of the individual.
Ensure that information provided is clear, fair and not misleading.
To attend regular or ad hoc company presentations/meetings as required.
Collate & prepare Valuations bi annually and when necessary and to assist if needed in the calculation of fee invoices to send with the client valuations
To assist the Team in the collation of KYC and Money Laundering documentation.
Skillful and comprehension use of Excel, Word and Volume.
To assist with written communication to clients, accountants, solicitors and other professionals with regard to client holdings.
Liaise the Back-Office Teams in London and York offices.
Assist with Scanning and Filing.
Provide constructive input to idea flow.
Compilation of performance figures against benchmarks.
To prepare Investment Performance Reports for the Investment Directors, provide analysis and check for accuracy.
Providing accurate valuations for the Investment Directors ahead of client meetings

Other Requirements:
(what experience and skill that one needs to perform this role)

Educational/Experience Requirements:

Knowledge of and interest in investment and investment products is essential
Develop an understanding and knowledge of the regulatory environment
Efficient computer skills
To ensure that internal rules and procedures are adhered to and that at all times, strict compliance with the regulator's rules are adhered to.
To undertake continual professional development through training as required

Personal Specification and Competencies:

Interpersonal skills good inter personal skills in handling clients and colleagues alike. To work effectively as part of a team.

IT/Organisational skills:

Good organizational skills, excellent timekeeping, attention to detail and self discipline, thorough knowledge and experience.

Judgement & Analysis:

Has the ability to assess information, review options, make appropriate decisions and understand consequences within a regulated environment
Resilient and able to work in a fast paced, pressurised environment is paramount

Initiative:

Capable of taking responsibility for own work and actions and can show initiative and resourcefulness
Able to work with a degree of day to day autonomy

Communication:

A high level of written and verbal communication skills and the ability to communicate well at all levels in a clear, appropriate and timely fashion combined with the ability to prioritise workload