Select Portfolio Administrator
Posted 3 days ago by Rathbones
Negotiable
Undetermined
Undetermined
Glasgow, Scotland, United Kingdom
Summary: The Administrator role at Select Portfolio in Glasgow involves providing comprehensive administrative support to ensure efficient team operations and excellent customer service. The position requires managing client administration processes, ensuring compliance with internal policies and regulatory frameworks, and effectively communicating with clients and team members. The role also includes becoming a subject matter expert in all areas of Select Portfolio to assist colleagues.
Key Responsibilities:
- Manage client administration processes in a timely and efficient manner, ensuring accuracy of data.
- Conduct client onboarding, including Client Information Forms and AML checks.
- Administer client account opening and amendments.
- Manage retention of client documentation and process client queries.
- Track and chase clients for outstanding documentation.
- Liaise with Investment Managers and Investment Financial Advisers.
- Update internal systems and dispatch client documentation upon request.
- Answer client phone calls and provide information as needed.
- Communicate effectively within the team and with external teams.
- Undertake any other duties as reasonably required.
- Ensure processes meet CASS regulations and report any issues to management.
- Become a subject matter expert in all areas of Select Portfolio to support colleagues.
Key Skills:
- Experience in a similar role in Financial Services is preferred but not essential.
- GCSE in English and Maths grade C or above (or equivalent).
- Strong working knowledge of MS Office, particularly Excel.
- Methodical approach with good attention to detail.
- Strong written and verbal communication skills.
- Understanding of the regulatory environment in which the company operates.
Salary (Rate): undetermined
City: Glasgow
Country: United Kingdom
Working Arrangements: undetermined
IR35 Status: undetermined
Seniority Level: undetermined
Industry: Other
Job description: Job Title: Administrator Department: Select Portfolio Location: Glasgow Contract Type: FTC 6 Months Reporting to: Leanna McCormack
The Role To provide comprehensive administration support to ensure effective and efficient operations of the team to deliver an excellent customer service. Demonstrate compliance with internal policies, procedures and regulatory framework on a timely basis in accordance with Select terms of business, procedures and Agreed service levels Conduct operational processes to ensure the administration of client accounts from account opening through their life cycle, accurately and on a timely basis. This will include the following activities, which is not an exhaustive list.
Outcomes of the Role Manage client administration processes in a timely and efficient manner, ensuring accuracy of data, tasks include:
- Client on boarding
- Client Information Forms
- Client AML checks
- Client account opening and amendments
- Managing the retention of client documentation
- Processing client queries
- Tracking and chasing clients for outstanding documentation
- Liaising with Investment Managers and Investment Financial Advisers
- Updating internal systems
- Dispatch of client documentation to clients on request
- Answering client phone calls and providing answers / information to clients
- Communicate effectively within the team and external teams
- Undertake any other duties that may be reasonably required
To carry out processes and procedures within the business area ensuring these meet with CASS regulations highlighting any issues or concerns to line management as appropriate. Become SME in all areas of SP to provide support for colleagues.
Knowledge, Skills and Experience Experience working in a similar role in Financial Services would be of interest but is not essential GCSE in English and Maths grade C or above (or equivalent) Strong working knowledge of MS Office including Excel Methodical with a good attention to detail Strong written and verbal skills Understanding of the regulatory environment in which we operate.