JM Finn
Bespoke wealth management services provider
Personalised Investment Services • Discretionary Portfolio Management • Private Clients • Charities • Professional Intermediaries
201 - 500
Desk Administrator
September 7
🔄 Hybrid – Bristol
JM Finn
Bespoke wealth management services provider
Personalised Investment Services • Discretionary Portfolio Management • Private Clients • Charities • Professional Intermediaries
201 - 500
Description
•Provide administrative support for Investment Management in the ongoing service of the firm’s clients. •Assist with the new client account opening process as appropriate •Assist with drafting client reports and correspondence that would accompany valuations, dealing letters or Investment Manager recommendations and responses to ad hoc client requests or queries •Typing and filing •Present documents professionally and in an appropriate format for Investment Manager sign-off •Proof-read and check documents •Follow up promptly on unfamiliar terminology, unclear speech or corrections •Maintain filing systems, update information regularly and ensure internal CRM system is kept up to date •Ensure filing systems are checked before annual File Review •Proactively look for efficiencies and potential process improvements •Complete SharePoint forms for Investment Manager approval •Prepare payment, receipt, transfer and other forms for Investment Manager approval •Help resolve administrative queries •Take telephone messages and relay to Investment Manager •Ensure client background & suitability reports are kept up to date •Provide desk administration cover during periods of high volume, illness or other absence •Make low risk payments via CRM up to £50k •Any other ad hoc team administration as required •Help resolve and respond to administrative queries from clients, referring where appropriate to Investment Manager •Develop relationships with clients by arranging and assisting at meetings as appropriate, including the preparation of necessary documentation •Check dealing data to ensure reporting procedures are followed correctly •Prepare transactions on the Firm’s systems for processing by the Investment Manager
