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FS Administration Support - Wealth Management

FS Administration Support - Wealth Management

Posted 22 June by REED Insurance
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A well established Wealth Management Firm based in North West London are looking to hire a new business administration assistant to help out with the daily running of the office. You will work closely with Paraplanners and Advisors, supporting them with their daily duties.

Main duties are:

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.

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

Commencement of your professional R0 exams is a must and previous experience within wealth management firm is essential.

If you feel that you meet the requirements of this role then please apply with your CV.

Reed Specialist Recruitment Limited is an employment agency and employment business

Reference: 34163894

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