Arbuthnot Latham
Wealth Management Administrator
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Job Purpose
To support client facing Wealth Management personnel, Investment Managers (IMs) and Wealth Planners (WPs) by undertaking administration duties that foster excellent client relations through a high standard of communication and general administration.
Key Responsibilities
Supporting Client Management & Administration
- Significant contribution to the client experience and service delivery to both existing and new clients, including a smooth client take on process, general client communications and administration, mailings, & valuations
- Provision of responsive, timely and high-quality administration support including; typing, photocopying, e-filing and phone calls
- Acting as a key contact point for all internal and external administrative queries
- Provide email, diary administration & communication support including pre and post meeting preparation and actions
- Track all client documentation and data entry ensuring client records are maintained, accurate and in good order
- Ensure all administration follows Wealth Managements regulatory and procedural processes
- Assist the WMA Team Leader in projects and developing a team ethos of high standards of client service, upholding the Bank’s Values and Commitments as the business grows
- Management of account opening and closure paperwork, and fee invoicing administration
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NON-CERTIFICATION ROLE
Key Interfaces
- Work closely with all Wealth Management personnel to facilitate an outstanding client experience, including liaison with Private/Commercial Bankers and Private/Commercial Banking Executives
- Liaison with 3rd party providers; letters of authority, gathering existing details, applications forms and implementation of new business
- Liaison with Client Transitions on general queries for take-on packs, static data updates and other Back Office Operations
- Client phone/email contact
- Compliance and other internal departments
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Person Specification
Knowledge / Experience
- High net worth Wealth Management administration experience
- Strong organisational and administrative skills
- Responsive and proactive
- Understands the importance of and can deliver accuracy, is always conscientious and can work independently
- Effective written and verbal communication skills
Qualifications
- Suitable Wealth Management planning qualifications achieved or are working towards including (Preferred)
Competencies
- Client focus
- Team Working
- Customer Focus
- Planning & Reviewing
- Working Pro-actively
- Communication & Confidence
- Works proactively
- Problem solving and judgement
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