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Morgan McKinley
,
Bristol, Bristol
Administration Assistant
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Job Type: Full-time |
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Overview
Administration Assistant To provide administrative support to ensure effective and efficient operations of the team and wider business to deliver an excellent client service Key responsibilities Manage client administration processes in a timely and efficient manner Transfers Client payments Client on boarding Client account amendments Resolve queries from clients either by verbally or in writing promptly Collate quarterly portfolio valuation reports and produce covering letters as required Type and produce accurate documentation in the agreed format, including letters and emails, editing and correcting as necessary Create/amend presentations or meeting packs for trustee/client meetings using appropriate IT system (PowerPoint, Excel and other relevant Rathbone systems) Maintain team/ manager diaries, including arranging meetings and organising travel Taking meeting minutes Produce typed documents to a high standard of presentation and accurate, either from audio tape, dictation or manuscript. Experience: Have experience working in a similar role in a numerical environment Demonstrates compliance with internal policies, procedures and regulatory framework Understanding of the regulatory environment in which we operate Strong time management and prioritisation skills Develop & maintain positive working relationships Willing to undertake further professional qualifications Prepare & present client documentation - High level of attention to detail and able to product client documentation to a high standard Process & maintain client administration - Fully competent in the administration of client administration processes in compliance with Company systems and procedures. Systems competence - including Microsoft Office, CRM and mail merges. Morgan McKinley is acting as an Employment Agency and references to pay rates are indicative. BY APPLYING FOR THIS ROLE YOU ARE AGREEING TO OUR TERMS OF SERVICE WHICH TOGETHER WITH OUR PRIVACY STATEMENT GOVERN YOUR USE OF MORGAN MCKINLEY SERVICES.