RRemoteville
Fry Family Office logoFry Family Office

Senior Client Administrator

Skills
Client AdministrationCollatingCustomer SupportDelegationEnglishFinancial PlanningFund Administration
Role

What the job involves

The main requirements, responsibilities and hiring steps.

Requirements

  • Significant financial services experience.
  • Strong communication skills fluent in English.
  • Proven ability to manage time efficiently and prioritize tasks.
  • Expertise in Microsoft Word Excel and Outlook is essential.
  • Experience in leading and managing a team.
  • Understanding of financial planning processes and products.

Nice to have

  • CISI or CII qualification (Level 4)
  • Flexibility
  • IT Enthusiasm

Day to day

  • Support the Financial Planning team by participating in daily team meetings and leading them as required.
  • Efficiently and professionally respond to queries from clients and other parties.
  • Liaise with product providers and third parties to gather necessary information.
  • Manage and delegate responsibilities within the client administration team.
  • Participate in process development and improvement of proprietary CRM and back-office systems.