Job Purpose
To provide full administrative support to Investment Managers, ensuring client satisfaction through direct contact with clients, and other operational colleagues, while adhering to regulatory standards. To be a role model and mentor to team members, a go-to person within the team.
Key Responsibilities
- To work closely with the aligned Investment Managers to deliver excellent client outcomes
- To build relationships with clients and maintain regular contact
- Maintain back-office systems and client records in line with the company policies
- Request policy information from third party policy providers if applicable
- Liaise with operational teams where support is provided on activities e.g., scripts, transfers, corporate actions, static data changes where applicable
- Assist investment managers in the preparation of new business pitches and presentations (IM admin only)
- Deal with cash transfers, foreign exchange transactions and monitoring of account balances for clients (IM admin only)
- Process all business in accordance with required processes & proactive pipeline management to include establishing new accounts on internal systems and collating AML documentation as required
- Identify and report any risks, breaches, or errors through ensuring risks are logged through to mitigating actions and controls
- To encourage client, use of portal and other digital tools, provide guidance where required.
- To collaborate and share best practice with colleagues
- Provide training and coaching to new and existing administrators as required
- Provide guidance on a day-to-day basis and be the ‘go to person’ to answer any process or technical issue