Team Administrator

This is a fantastic opportunity to become part of a growing and prosperous company. The role will be a team administrator with very little PA work. My client is looking for someone with a legal or investment background only.
Salary 20 – 22k

To provide efficient secretarial support and co-ordinate the administration of a private client fund management team.

Client Care

Managing internal and external communications within the team;

Dealing with day-to-day general enquiries from clients, professional or business contacts;

Routine administration of client accounts and information (electronic and paper format), distribution of cheques and monies received, resolving settlement queries;

Database upkeep and management;

Preparing and maintaining MailMerge records, including client valuation letters and fee packs at intervals throughout the fiscal year;

Preparing valuation and PowerPoint reports for new business pitches, collating material to be used;

Submitting documentation to relevant departments, e.g. Compliance, Corporate Actions, Dividends, ISAs, Records, Settlements, Treasury, Valuations;

Recording new/lost business returns for the Marketing Department;

Preparation of detailed reports and presentations;

Submitting expenses on behalf of the team;

Diary co-ordination, organising internal and external meetings and arranging travel;

Organisation and attendance of team meetings and office functions when required;

Completing new account opening procedures;
General Office Duties/Responsibilities

Filing/Archiving – filing/archiving requirements, new files and general file maintenance;

Computer Network System – email, Fiscal, Proquote, Quarrier, Microsoft packages;

Telephone – sharing duty of answering incoming telephone calls;

Daily post – sorting through team post received for distribution and franking collated post at the end of each day ready for despatch;

Reception – share lunchtime cover with other administrators.

Adecco are an equal opportunities employer.Adecco is acting as an Employment Agency in relation to this vacancy. The Adecco Group UK & Ireland is an Equal Opportunities Employer.