Wealth Management - Wealth Management Administrator (Internal Applicants only)

Home
Vacancies
Wealth Management - Wealth Management Administrator (Internal Applicants only)

Job Description

This role is only open to the employees of Arbuthnot Latham.

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
NON-CERTIFICATION ROLE

Key Interfaces

Work closely with all Wealth Management personnel to facilitate an outsanding client experience, including liaison with Private/Commercial Bankers and Private/Commercial Banking Executives
Liaison with 3^rd 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

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

About Us

Life, Work and Benefits

Arbuthnot Latham is committed to equal-opportunities for all staff and candidates. We embrace inclusion & diversity and understand why they are critical for the success of our business and people.

Agile working
Competitive salary, pension & holiday allowance
BUPA Health cover
4x Life Assurance
Income Protection scheme
Discretionary bonus
Market leading maternity/paternity and menopause policies
Flexible benefits

Data Privacy and Reasonable adjustments

We take keeping your data security seriously. For more detail on how we may keep your data please refer to our Privacy Notice

https://careers.arbuthnotlatham.co.uk/files/RecruitmentPrivacyNotice.pdf

Reasonable adjustments: Please let us know of any adjustments or arrangements that you may need to help you apply to this role or that will help you during the recruitment process. If you wish to discuss any particular requirements or concerns you have because of a disability or medical condition please contact us at [email protected]. Information you provide about any disability or medical condition will remain confidential unless it is necessary to disclose it to other members of staff or outside agencies to ensure the health and safety of yourself and others, or to implement the adjustments you require. In these circumstances we will first discuss with you how and to whom the information may be disclosed.

Apply