Desk Administrator

Job description

Desk Administrator Department: Investment Management: Employment Type: Full Time: Location: Bury St Edmunds: Description: Provide administrative support for Investment Management in the ongoing service of the firm’s clients. The successful candidate will be expected to start their Level 4 CISI Investment Advice Diploma via the apprenticeship levy by the end of their probationary period. Key Responsibilities: Administration: Client relationships (if required and under appropriate supervision) - Assist with the new client account opening process as appropriate - Assist with drafting client reports and correspondence that would accompany valuations, dealing letters or Investment Manager recommendations and responses to ad hoc client requests or queries - Typing and filing - Present documents professionally and in an appropriate format for Investment Manager sign-off - Proof-read and check documents - Follow up promptly on unfamiliar terminology, unclear speech or corrections - Maintain filing systems, update information regularly and ensure internal CRM system is kept up to date - Ensure filing systems are checked before annual File Review - Proactively look for efficiencies and poten...