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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

Attributes:-
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