Administration Assistant

Competitive
Permanent
Bristol
11 Mar 2020
BBBH755883

To provide administrative support to ensure effective and efficient operations of the team and wider business to deliver an excellent client service

Administration Assistant

To provide administrative support to ensure effective and efficient operations of the team and wider business to deliver an excellent client service

Key responsibilities

Manage client administration processes in a timely and efficient manner
Transfers
Client payments
Client on boarding
Client account amendments
Resolve queries from clients either by verbally or in writing promptly
Collate quarterly portfolio valuation reports and produce covering letters as required
Type and produce accurate documentation in the agreed format, including letters and emails, editing and correcting as necessary
Create/amend presentations or meeting packs for trustee/client meetings using appropriate IT system (PowerPoint, Excel and other relevant Rathbone systems)
Maintain team/ manager diaries, including arranging meetings and organising travel
Taking meeting minutes
Produce typed documents to a high standard of presentation and accurate, either from audio tape, dictation or manuscript.

Experience:

Have experience working in a similar role in a numerical environment
Demonstrates compliance with internal policies, procedures and regulatory framework
Understanding of the regulatory environment in which we operate
Strong time management and prioritisation skills
Develop & maintain positive working relationships
Willing to undertake further professional qualifications
Prepare & present client documentation - High level of attention to detail and able to product client documentation to a high standard
Process & maintain client administration - Fully competent in the administration of client administration processes in compliance with Company systems and procedures.
Systems competence - including Microsoft Office, CRM and mail merges.

Morgan McKinley is acting as an Employment Agency and references to pay rates are indicative.

BY APPLYING FOR THIS ROLE YOU ARE AGREEING TO OUR TERMS OF SERVICE WHICH TOGETHER WITH OUR PRIVACY STATEMENT GOVERN YOUR USE OF MORGAN MCKINLEY SERVICES.

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Megan Barton's picture
Bristol | mbarton@morganmckinley.com