Administrative Assistant

Brief Role Objective

Be part of a team that provides general and administrative support to the Partners and Investment Managers/Assistants, ensuring that clients receive a first‑class service. Responsible for completing client‑related administrative and organisational tasks accurately, efficiently and within agreed deadlines.

Key Responsibilities

• Collect and distribute account opening packs, ensuring all required documentation is filled accurately.
• Track progress and timeliness of account opening and asset/cash transfers, keeping relevant parties informed.
• Assist Investment Assistants in providing regular and ad‑hoc information to clients, ensuring documents and reports are accurate and dispatched on time.
• Resolve client queries regarding portfolios or account opening.
• Ensure correspondence and reporting are clear, technically accurate and tailored to the client’s knowledge level.
• Prepare internal management information, ensuring data is accurate and up to date.
• Maintain comprehensive client records, liaising with colleagues, platforms and external custodians.
• Liaise with external custodians and providers to obtain required information.
• Monitor and respond to email queries and requests.
• Proficient use of all internal and external systems and information feeds.
• Assist in collating LGT Lombard Lending account opening and credit documentation.
• Support the Investment Assistants with ad‑hoc administration tasks as required.
• Attend regular forums to keep knowledge of the business and industry up to date.
• Manage the team’s diary and book meetings as requested.
• Monitor and address expenses where required.

Your profile

Key Skills and Technical Requirements

• Generate ideas/initiatives to improve team effectiveness and processes.
• Good working knowledge of the Microsoft Office suite, especially Excel, Outlook and Word.
• Desirable understanding of front‑office systems.

Other Skills and Attributes

• Takes initiative for own work and functions well within a team.
• Acts professionally at all times.
• Adheres to company procedures and maintains compliance within authorised limits.
• Exhibits strong accuracy and attention to detail, double‑checking work.
• Strong verbal and written communication skills.
• Flexible and willing to learn new tasks quickly.
• Handles matters promptly, professionally and effectively without reminders.
• Readsily assists the team in achieving objectives.
• Prioritises and manages workload, responding to urgent requests and following tasks through to completion.
• Uses time effectively to meet standards.
• Willing to pursue qualifications in line with firm policies and procedures.

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