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Type of Position: Administration
Pay: £28-35k


Our client is looking for a new Administrator to join their team in London. The successful candidate will support our three Client Administrators with day to day administration.


Key Responsibilities: 

  • Understanding and accurately interpreting the instructions from the Client Administrators
  • Compiling relevant enclosures to accompany client letters and emails
  • Preparing client meeting packs 
  • Prepare client valuations
  • Liaising with investment houses on new and existing cases
  • Ensure that relevant documentation is always completed and correctly filed
  • Follow-up on all transactions to ensure instructions are executed as requested, and in a timely manner
  • Thorough checking and issuance of contract notes
  • Printing and binding client valuations and reports
  • Compiling client information required for tax returns
  • Day to day office administration 
  • Follow company policies and procedures at all times                                                                                                           


Technical and Personal skills required:

  • Knowledge of Adviser Office is an advantage
  • Intermediate/advanced knowledge of Microsoft Office
  • Attention to detail on all work performed
  • Excellent organisational skills with the ability to prioritise workload 
  • Problem-solving approach
  • Personality that thrives in a pressurised environment
  • Initiative and judgement: making decisions where appropriate
  • Confident, willing and approachable manner
  • Team player: reliable and supportive of colleagues
  • Motivated and driven to contribute and exceed in the role 
  • Professional approach, polished presentation and excellent telephone manner
  • Good numerical skills

If you are interested in this position, please email your CV to 

Apply for this job

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