Administrator
Core
Provide dedicated administrative support to the Investment Management team, ensuring client suitability reviews, trigger-event assessments, and related records are prepared accurately and maintained in line with firm procedures.
Role type
Suitability Administrator
Builds
Client suitability documentation, review packs, and management information for the Investment Management team
Domain
Financial Services / Wealth Management
Required skills
Microsoft Word, Excel, Outlook, CRM systems, document preparation, data accuracy, process improvement, stakeholder coordination
Preferred skills
Financial services administration experience, wealth management knowledge, pensions knowledge, investment administration experience
Technologies
Microsoft Office Suite, CRM systems
Responsibilities
Maintain schedule of periodic suitability reviews and trigger events; Prepare review packs and supporting documentation; Draft suitability letters and client documentation; Check documents for completeness and accuracy; Record completed reviews in CRM; Coordinate issuance of approved suitability documentation; Support new account openings and material changes; Respond to suitability administration queries; Produce management information on review volumes; Support Quality Assurance, Compliance, Risk, and audit requests; Keep up to date with suitability guidance and procedures; Take ownership of process improvements; Provide general administrative support including visitor coordination, mail/courier processing, cheque processing, invoice processing, travel booking, and expense claims.
Seniority
Individual Contributor, mid-level