Adele Carr Recruitment is working exclusively with a well established wealth management company who are looking for an experienced Administrator to join their Shrewsbury team

Assisting with the day-to-day administration for the team, and provide support to senior colleagues dealing with various tasks to ensure the smooth running of the team.

The Role:

* Communicating with Financial Advisers and clients
* Preparation and processing of all new client documentation and amendments
* Monitoring of transfers of assets/cash from other institutions
* ISA subscriptions and transfers
* Processing of payments clients
* Liaising with colleagues within Business Support regarding administration of client accounts
* Ensuring client details and reviews are recorded correctly on systems
* General record keeping and electronic filing
* Adhering to Conduct Risk standards


The person

* Previous administration experience is essential - additional training will be provided.
* Intermediate knowledge of MS Word/Excel/Outlook preferred.
* Good attention to detail, maintaining accuracy when completing written and numerical based tasks.
* Clear and concise communication skills - oral and written, with ability to communicate professionally with clients and colleagues.
* Takes accountability for own work, with ability to meet deadlines/work within restricted timescales
* Able to prioritise workload and identify when they need support to achieve goals.
* Flexible and reliable team member and willing to support more junior and senior members of the team as required.