JM Finn

Administration

• Assist with the new client account opening process as appropriate
• Assist with drafting client reports and correspondence that would accompany valuations, dealing letters or Investment Manager recommendations and responses to ad hoc client requests or queries
• Typing and filing
• Present documents professionally and in an appropriate format for Investment Manager sign-off
• Proof-read and check documents
• Follow up promptly on unfamiliar terminology, unclear speech or corrections
• Maintain filing systems, update information regularly and ensure internal CRM system is kept up to date
• Ensure filing systems are checked before annual File Review
• Proactively look for efficiencies and potential process improvements
• Complete SharePoint forms for Investment Manager approval
• Prepare payment, receipt, transfer and other forms for Investment Manager approval
• Help resolve administrative queries
• Take telephone messages and relay to Investment Manager
• Ensure client background & suitability reports are kept up to date
• Provide desk administration cover during periods of high volume, illness or other absence
• Make low risk payments via CRM up to £50k
• Any other ad hoc team administration as required
• Help resolve and respond to administrative queries from clients, referring where appropriate to Investment Manager
• Develop relationships with clients by arranging and assisting at meetings as appropriate, including the preparation of necessary documentation
• Check dealing data to ensure reporting procedures are followed correctly
• Prepare transactions on the Firm’s systems for processing by the Investment Manager

Desk Administrator