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|Salary||£18k to £21k|
A leading UK merchant banking group based in South Manchester is currently recruiting for a Personal Client Assistant. As a business they provide lending with an emphasis on specialist finance, deposit taking, wealth management and security trading.
To apply for the position you must have experience in the following areas
Diary management and preparing meeting packs for client appointments and ongoing client communication regarding follow-up and review meetings
Accurate and timely data entry on to CRM including data collection on client portfolios
Managing leads with the Client Relationship Management (CRM) system
Handling and administration of Incoming and Outgoing communications covering all aspects of client instruction with respect to their portfolios, general enquiries and advice related documentation
Adviser and Client Support for new business and client servicing
Submission of new business to Platform and Off-Platform administration teams
Checking new business paperwork, banking cheques, scanning documents
Updating static information
Managing cash balances and cash movements
Preparing valuations and assisting advisers with fact find input
Task and workflow management on back office system
Awareness and ability to apply the Practice Manual methodology and document management
The right candidate will enjoy attention to detail with the ability to work within a fast paced environment to very tight deadlines. With an understanding of compliance with regulatory framework and previously worked within a similar organisation. The role may include extended working hours during peak periods.
If you meet all the criteria please contact Fee on 0161 204 3442 or email email@example.com.
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