Administrator – Job no. 5076

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Introduction

An excellent position for an administrator which plays an important role in the day-to-day administration of all the business receives from the offices within the region, processing the paperwork and functioning as a point of contact between the consultant (and their relevant client) and the institution.

Organization

Our client is a long-established and successful international financial advisory group. The company consists of a solid network of experienced professionals, which are the backbone of this company, allowing them to provide nothing short of the high-quality, and trustworthy financial advice. Our client is a leading internationally-based financial advisory group with approximately 40 offices worldwide. Main services are offshore and tax-free investment services (from fund and portfolio management to personal financial planning) to international investors and expatriates worldwide.

Function

  • Dealing with the day-to-day generic Administrative duties – telephone as well as via email related to the designated region
  • Liaise with relevant overseas offices on any emails/issues that may arise
  • Liaise and handle any urgent queries concerning institutions
  • Inputting data for business received as well as the received and issued figures
  • Liaising with consultants on any discrepancies that may arise between received and reported figures
  • Track and chase any outstanding documentation
  • Updating and maintaining the database ensuring all relevant information is inputted depending on the type of business received
  • Process COA (Change of advisor) forms
  • Handle stationery orders for the relevant offices
  • Request and update clients list on a monthly basis
  • Handle transfer location sheets as well as their files to the relevant local department
  • Liaising with Area Managers in order to ensure file checking is done accurately
  • Process any valuations as and when requested
  • Request illustrations on behalf of the consultants
  • Updating commission structure and schedule accordingly
  • Dealing with couriers as and when requested
  • Ensure that business received adheres to basic compliance regulations which are required in order to process business smoothly
  • Liaise with the HR department should any movement within the staff occurs such as a new coordinator servicing a consultant
  • Utilise the (CWS) Contacts Washing System as efficiently as possible
  • Generate reports as and when requested by the management which include but are not limited to: Issued & Received; NTU (Not Take up) & Platforms; Reported Vs. Received; Rolling Commissions
  • Train any new recruits should the need arise
  • The support of other colleagues’ within the department as and when required
  • Handle and manage any ad-hoc projects that may crop up as and when requested by the management

Requirements


  • Polite manner on the phone whilst maintaining confidence and being persevering when required
  • Confident, be efficient, organized and diligent
  • Respect confidentiality
  • Attention to detail and willing to learn
  • Able to work under pressure and prioritise work accordingly
  • Excellent communication skills and command of the English Language

Offer

An attractive salary package is being offered subject to experience.

Your Consultant

Megan Noble
Recruitment Consultant

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