Client Administrator FTC 14 months
Client Administrator FTC 14 months
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Job Description
Whats in it for me
This is a fantastic opportunity for a Client Administrator for a fixed term contract for 14 months to support the Investment Management team including 3 Partners and 2 Investment Managers alongside 2 Client Administrators supporting an asset value of approx. 1bn. This will involve supporting the team through their client book handling enquiries and preparing documentation for meetings and processes in a timely manner.
As a Client Administrator at Evelyn Partners you will be supported to grow personally and professionally you will have access to a structured training programme offering Training and Competency oversight to excel on your personal development.
This role is on a fixed term contract for 14 months
As a Client Administrator your responsibilities will include among others:
- To work closely with the aligned Investment Managers to deliver excellent client outcomes.
- To build relationships with clients and maintain regular contact.
- Assisting on processing deals with the supervision of the team
- Preparation of meeting packs and valuations (as required)
- Assist investment managers in the preparation of new business pitches and presentations
- Maintain backoffice systems and client records in line with the company policies
Qualifications :
- Previous experience working within client administration is essential
- Experience of supporting Investment Managers/ Wealth Management team
- Experienced user of Avaloq system is essential
- A strong ethic of client service.
- Excellent communication skills both written and verbal influencing and organisational skills.
Additional Information :
As a colleague here at Evelyn Partners you will have access to benefits that include:
- Competitive salary
- Private medical insurance
- Life assurance
- Pension contribution
- Hybrid working model (role dependant)
- Generous holiday package
- Option to purchase additional holiday
- Shared parental leave
We are proud to value the differences that a diverse workforce brings representative of society and our clients. At Evelyn Partners we have a wide range of highly active employee resource groups and were delivering multiple diversity equity and inclusion initiatives across the organisation. It is our commitment to provide a workspace where all colleagues regardless of identity background or circumstance feel respected as individuals and feel that they can achieve their full potential and work in a safe supportive and inclusive environment.
We are happy to make any reasonable adjustments to accommodate for your needs throughout the application process. Please let your Recruiter know.
Remote Work :
Yes
Employment Type :
Fulltime
Employment Type
Remote
