Administrative Assistant - 12 month FTC

Brief Role Objective

To provide a high level of administrative support to the Wealth Planning team with specific support provided to the Administration Manager, Planners and Paraplanners.

Key Responsibilities

• Client data input and client record maintenance
• Maintaining a daily activity diary via Intelligent Office
• Issuing and following up on information requests to pension providers and life/investment companies in writing and via telephone
• Working collaboratively with our colleagues in the LGT Investment Management Teams to process new business quickly and accurately
• Liaising with clients on the telephone, via email and, if required, attending client meetings
• Submitting and processing new business, adhering to compliance requirements and internal processes
• Processing SIPP contributions, transfers, withdrawals, as well as gaining an understanding of bonds (onshore and offshore), to manage the processing of top ups and withdrawals
• Using Figaro to produce valuations, monitor transaction activity and reconcile client data
• Managing the ongoing client review process for the Wealth Planners
• Arranging stock transfers, liaising with internal teams and external companies
• Maintaining the Intelligent Office database including supervisor access, fund updates, template creation
• General administration tasks including logging and distributing post, scanning, printing, archiving
• Fee reconciliation

Key Skills and Technical Requirements

• Similar experience in an Administration role
• Technical knowledge of Financial Services products and the Planning landscape, accumulated from previous roles and continuously maintained
• Previous experience working with ISA's, LOA's and Pensions
• Excellent attention to detail
• Ability to apply critical thinking, initiative and to prioritise workload
• Self motivation with good organisational skills
• Professional telephone manner and confidence when speaking to clients and colleagues
• Strong numerical literacy, and excellent verbal and written communication skills
• Good time management skills
• Proficient IT skills and competency across the Microsoft suite, including Microsoft Office, Excel, Word, Teams and One Note
• Previous experience of Voyant, Finametrica and Intelliflo would be advantageous