Raymond James UK
Experienced Administrator
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About the Role
The Golders Green branch of Raymond James focuses on and specialises in the tax and investment needs of retirees. Many of our clients have retired overseas. We manage portfolios on their behalf to ensure they have enough money to see them through a happy retirement. Our branch is one of over 3,000 Raymond James offices worldwide and over 130 in the UK and is supported by a head office in the City of London.
The business is now seeking a full-time Senior Administrator to collaborate with our established team of branch wealth managers and financial planners, to ensure the smooth running of our office. The role will involve front-of-house and general administrative duties.
Hours
- 9am – 5.30pm, 5 days per week (Monday to Friday) at the Golders Green office.
Salary
- £30,000 – £42,000 per annum depending on skills and experience
Key Tasks and Responsibilities
- Providing outstanding customer service: managing correspondence, including email and telephone queries – forwarding on where relevant to the appropriate wealth manager.
- Writing letters following annual reviews and prospect meetings (attention to detail and excellent English skills are vital)
- Supporting members of the Wealth Management team to prepare paperwork for client reviews, as well as taking responsibility for arranging reviews as they become due and preparing the subsequent follow up material
- Process new business, assisting with new client onboarding and the liaising with clients and providers where appropriate
- Adding and updating new client data onto back-office system
- Recording remittance and fees onto back-office system
- Compiling and updating of new client packs and other marketing documentation
- Dealing with client enquires including monitoring client requests for moving funds and maintaining records accordingly
- Diarising and monitoring income payments and management fees and monitoring asset transfer reports
- Producing client valuations and liaising with providers for outstanding statements and dealing with queries
- Support and oversee a number of client related systems and processes, ensuring an end-to-end delivery of outstanding support service to clients
- Some general office management tasks such as managing rent payments.
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Knowledge and Experience
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- IT literate in particular with Microsoft Office packages
- A minimum of five years’ financial administration experience, with some experience within Wealth Management/IFA practice specifically.
- Excellent written and verbal communication skills
- Excellent attention to detail
- Comfortable with numbers
Personal Attributes
- Personable with a friendly and welcoming manner
- Articulate and detail-oriented with excellent interpersonal, written and verbal skills
- Strong work ethic and ability to work independently and as part of a team
- Organised and able to manage a changing to-do list
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