Senior Administrator

Search; Newcastle upon Tyne; Hybrid; GBP 34,000 - 40,000; Full time

Job summary

A leading recruitment firm is seeking a Senior Administrator in Newcastle to support their intermediaries team. The role requires experience in investment management and strong communication skills. Responsibilities include running rebalancing processes and managing stakeholder engagements. The position offers a salary of up to £40,000 DOE and includes a hybrid working model.

Qualifications

• Experience working in investment management, asset management, private wealth or bank with proficient skills in Client Due Diligence.
• Knowledge of Investment and Fund Management.
• Numerate and able to define MI fit for purpose.

Responsibilities

• Ensure Intermediaries Office team provides good client outcomes.
• Run the monthly rebalancing process to a successful completion.
• Ensure mailboxes are actively monitored and engaged.

Skills

Experience in investment management

Strong verbal and written communication skills

Attention to detail

Job description

Senior Administrator

Our client based in Newcastle who are one of the UK's leading and largest wealth management firms in the UK are looking to add a Senior Administrator within intermediaries team due to start ASAP on a full time permanent basis.

Working Hours - Monday to Friday - 9am - 5pm
Start date - ASAP
Salary - Upto 40,000 DOE and fantastic Benefits package
Location - Newcastle - 4 days office and 1 days at home

Key Responsibilities

• Ensure Intermediaries Office team provide good client outcomes, delivering against expectations and keeping all stakeholders updated.
• Run the monthly rebalancing process to a successful completion.
• Ensure that all mailboxes are being monitored and actively engaged, whether its external communications from vendors and platforms or internal from the Intermediaries Business.
• Operate in a culture of continuous improvement within the team.
• Regular engagement and stakeholder management with business partners / teams to identify and deliver programmes of work including written updates such as monthly management meeting packs.
• Arrange the smooth onboarding of Intermediary Firms in accordance with the Client Due Diligence Standards and within SLA's ensuring compliance with regulatory requirements, including Anti-Money Laundering regulations.
• Representing the Intermediaries Business in various Business governance meetings and business forums, as and when required.
• Representing Intermediaries in change projects / working groups and business implementation readiness groups / forums.
• Regular engagement/ stakeholder management with business partners / teams, such as IT, Change, Finance, Marketing, Business Management, Operations and others to identify, direct and deliver programmes of work including written updates such as monthly management meeting packs.

Qualifications & Experience

• Experience working in investment management, asset management, private wealth or a bank with proficient skills pertaining to Client Due Diligence.
• Front Office Operations knowledge.
• Experience working in Investment Management, Asset Management, Private Wealth or a bank.
• Knowledge of Investment and Fund Management.
• An understanding of technical subject matter.
• Strong verbal and written communication skills.
• Numerate and able to define MI fit for purpose.
• Attention to detail.

Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age.