Administrative Assistant

OVERALL SUMMARY

Join Close Brothers Wealth Planning Team where you will support the business with project work, data cleansing and general administration duties.

RESPONSIBILITIES

• Accurate and timely client data entry onto CBAM systems
• Adherence to CBAM procedures
• Processing of client queries and instructions - be that directly or by referring to the relevant team, as appropriate
• Data cleansing
• Call management/client contact
• Written client and provider contact
• Document management - ensure documentation is scanned, saved and archived in accordance with department operating procedures
• General ad hoc duties as required by the team or assigned by the Wealth Planning Services Manager

WE WOULD LOVE TO HEAR FROM YOU IF YOU HAVE:

• Excellent attention to detail
• Confident in querying anomalies
• Excellent IT skills
• Team player
• Good communication skills - verbal and written
• Excellent record keeping and reporting capabilities
• Ability to manage repetitive processes

As an employer, Close Brothers Asset Management is committed to equality and valuing diversity within its workforce. We provide equality of opportunity and will aim to ensure that no employees or candidates are subject to discrimination on grounds of any characteristics including but not withstanding gender, gender identity, marital status, sexual orientation, race, colour, nationality, religion, age, disability, working pattern, caring responsibilities, political beliefs.

We appreciate that from time to time, recruitment agencies will have speculative CVs that they may wish to submit to our Talent Acquisition team in relation to a specific role.

To avoid any ambiguity around fees, please note that speculative CVs received by Close Brothers, that have not been authorised in advance, by us, will be ineligible for an agency fee. Thank you.

#LI-EM1

At Close Brothers Asset Management, we are all connected by our mission to be the best place in the UK for wealth professionals and their clients. Close Brothers is a leading UK merchant banking group providing lending, deposit taking, wealth management services and securities trading. We employ approximately 4,000 people, principally in the United Kingdom and Ireland. Close Brothers Group plc is listed on the London Stock Exchange.

We believe that everyone should think ahead, have a financial plan and invest wisely. Our clients are professionals, business owners, individuals, charities, families, and employers, who rely on our clear financial advice and investment management services to preserve and grow their long-term savings and investments.

We are a team of about 800 people based in 14 offices across the UK. Our geographic footprint means we can combine a local approach with face-to-face services to enable strong, long-term relationships with our clients.

Sustainability is fundamental to our purpose and we have a responsibility to help address the social, economic and environmental challenges facing our business, colleagues and clients. We strive to do the right thing and are dedicated to helping the charities that matter most to our people.

Our vision is to develop an open and inclusive company that ensures everyone is valued, respected and included, so that in years to come our business will represent a diverse and inclusive workforce from the top down.

We look to recruit individuals from all different backgrounds. If this job is of interest to you but you do not meet every criteria then we encourage you still to apply as we are open to providing training opportunities. As an early adopter of hybrid working we are open to discussing all types of flexible working options, helping you to balance your work and home life.