< Back to list

Senior Administrator- Raymond James

  • Location: NW London
  • Sector: Administration
  • Salary: Depending on experience
Busy Wealth Management firm looking for a senior full-time administrator. Raymond James-Golders Green is part of a global financial services organisation. The Golders Green office provides Financial Planning and Investment Management solutions to high net worth individuals, many of whom are expats living in Israel.

Principle duties:-
Client correspondence
Dealing with client enquires
Supporting members of the Wealth Management team to prepare paperwork for client reviews
Liaising with investment and pension providers
General office administration

Specialist/technical knowledge/qualifications:-
Experience of working in the financial services sector (preferred)
Good working knowledge of Microsoft packages
Excellent written English, comfortable with figures

Excellent customer service and communication skills
Attention to detail
Strong time management skills with the ability to multi-task and prioritise workload

Training and Support:-
Mostly provided on the job in-house but there may be some opportunity for external training