Client Servicing Administrator

We are seeking a dedicated Client Servicing Administrator to provide high-quality administrative support to our Private Client Financial Planners and Directors. This role involves preparing accurate and timely client review packs ahead of meetings and supporting the wider department with various administrative tasks.

This position is ideal for someone with a strong administrative background in a Private Client environment who is keen on improving team efficiency and effectiveness.

Day-to-day of the role:

• Maintain and update client records accurately across internal systems, ensuring all correspondence is properly uploaded and indexed.
• Prepare Financial Planner packs for upcoming client meetings, ensuring all necessary documents and reports are included and accurate.
• Manage workload effectively across various tasks including emails, post, reviews, system tasks, and calls.
• Provide reception cover as needed, handling general reception duties.
• Support and train new team members, ensuring efficient working practices and contributing to the team's continuous improvement by adopting new technologies and enhancing processes.

Required Skills & Qualifications:

• Strong administrative or secretarial background, preferably within a Private Client environment.
• Proficient in IT systems and data management, with a good understanding of internal systems and processes.
• Excellent organizational and prioritization skills, with the ability to manage time effectively and handle a high volume of work.
• Strong attention to detail and a high level of accuracy.
• Excellent written and verbal communication skills, with the ability to liaise effectively with clients and third parties.
• Experience in training or mentoring colleagues is desirable.
• Familiarity with Intelliflo (IO) and an understanding of Private Client team operations are advantageous.

To apply for the Client Servicing Administrator position, please submit your CV and cover letter detailing your relevant experience and why you are interested in this role.

Contact Andrea Cureton 

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