Role Overview:
Join our dynamic Front Office Support (FoS) Administration Team, where you'll play a key role in delivering high-quality administrative support across all business divisions. Working closely with Investment and Portfolio Managers, IMAs, and Assistants, you'll help ensure our processes are efficient, compliant, and client-focused.
Key Responsibilities:
As a valued team member, you will:
- Manage core administrative tasks, including:
- Processing, printing, and archiving correspondence
- Updating client data and handling call backs
- Managing onboarding of new account applications
- Supporting deceased client processes (e.g., probate valuations, documentation)
- Preparing and scheduling Suitability Meeting Packs
- Coordinating corporate action notifications with stakeholders
- Executing mail merges and distributing key information
- Maintain and enhance desk procedures, contributing to best practice initiatives
- Identify and escalate potential risks appropriately
- Collaborate with middle office teams and other departments
- Deliver a professional and responsive service to internal and external clients
- Ensure accurate record-keeping and audit trails for regulatory compliance
What We’re Looking For:
- GCSEs (or equivalent) including Maths and English
- CISI IOC Unit 1 (Introduction to Securities & Investment) – preferred
- Proven experience in an administrative or support role
- Proficiency in Microsoft Office, especially Word and Excel
- Strong written and verbal communication skills
- Excellent stakeholder management and interpersonal skills
- A proactive, positive attitude and a commitment to being a role model