Private Client Administrator (Part-time)

Private Client Administrator (Part-time)Our client is looking for a Private Client Administrator to join their team, with the option to work on a hybrid basis from their London. We are looking for a candidate to work part-time hours, across Monday-Friday (ideally 20-25 hrs each week).Key Responsibilities:PA and general admin dutiesOrganise and diarise meetings on behalf of the Private Client DirectorWork with the Private Client Director to prioritise tasksFields calls and email queries as appropriate and act on all non-technical queriesProvide agendas and information requests prior to client meetings, if requiredAssist with the production of management information, as required by central teamsAssist with general administration as required e.g. ad-hoc scanning and filingClient servicing and meeting preparationUse appropriate systems and processes to submit new business to providersAssist with the preparation of meeting packs for client meetings and Annual Suitability ReviewsPrepare application forms and other documents for client signing or approvalLiaise with product providers to ensure all applications are received and completed.Attend to outstanding requirements, keeping other members of the team informed as necessaryProduce accurate client portfolio valuations and statements using Intelligent OfficeComplete and assist with trades and portfolio rebalancing, as requiredAssist with cash management control on client accounts (bonds, SIPPs, etc)Close plans correctly on Intelligent Office in a timely manner and ensure income expectations are settled, if relevantCorrespondence and client filesEnsure all client information (including meeting notes) is accurately maintained on internal systems, including Intelligent Office and the Document Management System (DMS), where appropriateSchedule and manage follow up tasks relating to client meetings and business submissions using iO to monitor and accurately record tasksEnsure client agreements, including fee schedules, are in place and are signed, documented and saved to the DMSRun client risk tolerances and carry out anti-money laundering checksEnsure electronic client files are organised and updated, and easily accessible Compliance with FCA and company proceduresAssist the team in complying with FCA and internal compliance procedures, ensuring all client files and information remain compliant and confidentialNotify the adviser of any suspicion of a complaint and follow appropriate procedures within the complaints handling processFollow Anti-Money Laundering Procedures and comply with the requirements of GDPRFollow risk profiling procedures, record risk profile score in iO and save risk profile to the DMSRecord and file all relevant correspondence Experience and QualificationsThe successful candidate will have:1-2 years' experience in a relevant administration role within the independent sector of the financial services industry will be a distinct advantage, but admin experience from other sectors will be consideredDemonstrable experience of delivering client service at the highest levelExperience of using iO or equivalent back office system to perform a financial services or equivalent administrative roleExcellent IT skills with a good working knowledge of ExcelExcellent written and verbal communication skills with a high level of attention to detailSufficient understanding of the needs of Financial Services teams, FCA rules and compliances in order to effectively carry out the roleRelevant industry qualifications will be an advantage, but are by no means essential.If you are interested in applying for this role then please send a copy of your CV to Sam at Artemis Recruitment.Create a job alert and receive personalised job recommendations straight to your inbox.
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