Private Client Administration
A City Investment House are recruiting for a specialist to work within their private client valuations division. A background in valuations and private client administration with exposure to Capital Gains Tax would be ideal
Role Profile
To provide administrative support to Partner and private client team.
Key responsibilities:
Collate periodic valuation reports
Produce ad hoc reports and collate documentation for client meetings
Liaise with Settlement Operations and Banking department on administrative matters
Assist in setting up new clients – both private clients and charities collating personal details, stock history, bank details etc
Set up client orders in preparation for STP
Create and maintain stock/client information
Resolving client queries
Ensure familiarity and compliance with FCA requirements
Collating information on all client portfolio valuations
CGT input and client history updates
Liaise with clients and their advisors
Attend client meetings
Use of IT: must be proficient in Word and Excel so as to be able to process documents efficiently
Key Experience/Skills
Relevant experience in a similar role
High levels of numeracy and accuracy
Excellent communication skills – written and verbal
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