Assistant Client Administration
Assistant Client Administration
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Not Disclosed
Salary Not Disclosed
1 Vacancy
Job Description
Job Purpose
To provide administration support to the Client Administration team who support Financial Planners and/ or Investment Managers. This is a great opportunity for someone looking to expand their career further into financial services.
This role will be full time in the office 5 days per week Monday to Friday
Key Responsibilities
- To support the Client Administration team in the delivery of administration activities ensuring work is delivered to a high standard and in a timely manner.
- Responsible for organising client review meetings
- Responsible for post and other front office activities
- Handling telephone calls with clients effectively
- Ordering office stationery
- General housekeeping
- Adhoc general administration
Qualifications :
To be successful in this role you should have:
- GCSE grade 94 (AC) in English and Maths are required degree qualified is desirable
- Experience within a front office/ administrative role
- Experience / Knowledge of financial services would be desirable
- Excellent communication skills both written and verbal
- Ability to work under pressure and prioritise work
Hours of work: Full Time in office 95pm Monday to Friday
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 :
No
Employment Type :
Fulltime
Employment Type
Full-time
