Senior Equity Administrator responsible for administering equity plan activities at a technology company focused on sustainable energy transformation. Ensuring compliance and accurate reporting for equity compensation functions.
About the role
- Desk Administrator role in Investment Management firm assisting with client services and administration tasks. Responsibilities include client account setups, document management, and report drafting.
Responsibilities
- 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
Requirements
- Excellent written and verbal communication skills
- Able to develop and maintain excellent internal and external relationships
- Good customer facing skills
- Analytical and numerate
- Highly organised
- Able to multi-task and prioritise tasks effectively
- Computer literate and advanced user of Microsoft Excel, Outlook and Word
- GCSE (or equivalent) English (grade C or above)
- A minimum of 2 year’s financial services experience in client administration
- Demonstrable interest in City Markets and Private Client Fund Management
- Experience of Microsoft extended product range, including PowerPoint
- An understanding of the UK Regulatory framework
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