Client Administrator

Overview Provide high quality Administration support to the Chairman, working within his team to contribute towards positive client outcomes. Responsibilities Maintenance of client records on the back office system (currently Intelligent Office) Preparation of client valuation reports, client review reports and maintaining client files to satisfy compliance requirements Uploading file notes to the back office system, following client or company contact General administrative support including scanning, photocopying, faxing, letter writing and other applicable duties Completion, submission and follow up of applications, ensuring new business cases are processed in a compliant manner Requesting required documentation from clients and sending policy documents to clients Ordering quotes and requesting policy details for consultants Submitting and processing surrender requests, death claims etc. Provide holiday cover for other administrators, as required. Provide training for new and existing administrators, as required. Ensure that significant risk issues are referred to the firms Management Team where appropriate Make a constructive contribution to the continuing development of the team and Chetwood Wealth Management Proactively enhance industry knowledge, through external and internal sources Knowledge, Skills, Experience Demonstrate practical awareness and basic knowledge of retail financial products and current regulatory expectations Analytical in solving tasks with a keen attention for detail Possess excellent organisational and time management skills with an ability to work under pressure and prioritise Deliver effective and positive communication, and demonstrate competent use of IT Attitude & behaviour Desire to complete tasks to the highest standards and in a timely fashion, taking ownership and accountability for own actions A positive and proactive approach to work and a desire to help and support the wider team Calm and considered outlook in approach to problem solving