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Administrator (Investments)

Posted 7 February by KFS Recruitment Ended

We are proud to be working in conjunction with a fantastic financial firm, specialising in the investments. With offices in Welwyn, you will be joining a company that will nurture your career through the years, offering you a true career path. The atmosphere is professional and friendly and their reputation is fantastic.

If you are an experienced Administrator and are looking to join a leading team then please read on…

Key Skills

  • Excellent customer service and administration skills
  • Handling confidential personal and financial information
  • Daily liaison with Clients, Staff and Professionals at all levels
  • Obtaining online insurance and investment quotations
  • Acquiring Client Portfolio valuations, Pensions and Investments
  • Retrieving Client Financial data
  • Creating Client document and information packs
  • Client Invoicing management, preparing, processing and reconciliation
  • Electronic document management
  • Maintaining Company databases, spreadsheets and online systems
  • Telephony, reception and mailroom experience
  • Proficient in Microsoft Office, Windows and Internet, Quay, Intelligent Office, Plum
  • Applying for professional fees and reconciling fee accounts

Primary Responsibilities

  • Completion of application forms and Online Submissions
  • Process New Business, which includes anti money laundering checks and follow through to completion of the application process, liaising with clients and providers where appropriate
  • Sending Authorisation Letters (LOA)
  • Dealing with Postal and telephone queries
  • New client data onto Intelligent Office (IO)
  • New business onto IO
  • Updating new business onto IO
  • Sending applications out to providers with covering letters
  • Chasing, where necessary, applications and Letters of Authority
  • Scanning documents onto IO when required
  • Adding fees onto IO
  • Dealing with fund switches/sell downs etc.
  • Some valuations

Other Responsibilities

  • General miscellaneous admin
  • Any other duties as required by the Administration Manager

Reference: 34416458

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