Description of the role:
This role will see the successful candidate working closely with a Partner, they will be responsible for performing a variety of duties to assist the Partner in delivering outstanding wealth management services to an array of affluent and high-net-worth clients.
Key Responsibilities
- Drafting client letters and client information packs
- Monitoring payments and liaising with UK payments team
- Managing end to end process of client onboarding
- Working with various other internal teams including client services team, business assurance and compliance
- Preparing for client meetings, including compilation of graphs, basic calculations and analysis.
- Processing switch documents
- Updating Salesforce with meeting notes and activities
- Obtaining insurance quotes
- Preparing paperwork for client meetings, including compilation of graphs. basic calculations, analysis and draft commentary
- Managing and coordinating daily tasks, outstanding matters, and reporting requirements
- Communicating with clients via email and maintaining strong customer service
- Supporting Partner with all administrative functions and support as required
