Ifa Administrator - Gerrards Cross, United Kingdom - Nelson Scott LLP

Nelson Scott LLP

Verified Company

Gerrards Cross, United Kingdom

3 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

Job Description - IFA Support
Summary of Position
To provide comprehensive support to ensure the efficient operation of the business and excellent
service to clients of the firm.
Responsibilities and Duties

Responsibilities will include:

Production of reports, valuations and graphs using prescribed software/programmes,

evaluation, enhancement and interpretation of data

Processing of portfolio alterations such as withdrawals, switches, new investments

- enter data from various source documents into prescribed computer database, files and
forms for storage, processing and data management prepare, compile and sort documents
for data entry; verify data and correct data where necessary; obtain further information for
incomplete records/documents; respond to requests for information and access relevant
files; updating and maintaining databases such as client information/records
- maintain filing and filing systems, both paper and electronic and store completed documents
in designated locations
- scan documents into document storage/management systems or databases as required

Perform routine clerical/admin tasks as assigned
Prepare documents, reports and correspondence as required

- answer phones, transfer to the appropriate staff member, take and distribute accurate
messages

Industry knowledge, compliance and regulatory knowledge
Perform all duties in accurate and timely manner and maintain effective systems to ensure

tasks are completed

Operate a variety of standard office machines, including a personal computer and a variety

of computer software, phone, fax, calculator, shredding machine, scanning machine and
photocopy machine, and adhere to procedures relating to the proper use and care of
equipment and materials for which the role has responsibility

Establish and maintain effective working relationships with coworkers, supervisors and the

general public.

Perform duties in an efficient, professional and courteous manner.
Liaise appropriately with others to ensure duties carried out correctly and in a timely

manner. Should duties fall behind, errors occur that may disadvantage a client or backlogs
accrue to bring this to the line manager's attention without delay

Maintain regular consistent and professional attendance, punctuality, personal appearance,

and adhere to relevant internal procedures

Pursue personal development of skills and knowledge necessary for the effective

performance of the role
- interpret and respond clearly and effectively to spoken requests over the phone or in
person, and to verbal or written instructions.
- keep office area neat and tidy and leave desk clear to comply with GDPR
Key Skills and Requirements
- time/work management skills and the ability to prioritise work
- attention to detail and accuracy
- adaptability and amenability
- team work
- communication skills - verbal and written
- confidentiality
- flexibility
- reliability
- ability to work under pressure
- accurate keyboard skills and ability to enter data and produce reports and data accurately and at
the required speed
- knowledge of correct spelling, grammar and punctuation