Wealth Administrator

Communicate with Wealth Managers and their Associates, providing support with administration duties.,Communicate (both in writing and verbally) with clients and third parties (solicitors, accountants, SIPP and Offshore bond providers, IFAs).,Arrange mail merges (post and email).,Book Client Advice Review Calls and Meetings, send out and process Client Risk Questionnaires.,Prepare and process Client Advice Proposals and Client Advice Reviews in line with team process via Microsoft Teams, liaising internally with Business Standards Department for amendments.,Prepare and process all new direct and agent client documentation for individuals, trusts, and corporate accounts, including account opening/closing, W8 Bens/W8-IMYs/Withholding Statements, Fee amendments, generating reports, tracking transfers, processing domestic and international payments, following bereavement process, arranging ISA Subscriptions and ISA APS transfers, completing Large Receipt Forms, adding connections and bank details in CRM, recording and escalating operating events, and restructuring accounts.,Develop a broad internal network and liaise with Business Support regarding administration of client accounts.,Ensure client details and reviews are recorded correctly on systems.,Oversee and monitor transfers of assets/cash from other institutions via internal custody and settlement system and transfer dashboard.,Maintain accurate client records on Client Relationship Management system and team databases, resolve Change Logs, and record new business opportunities.,Perform general record keeping and electronic filing.,Collaborate across London and regional offices to learn and share best practice.,Take responsibility for remediation projects and guide the team to achieve timely completion.,Adhere to Conduct Risk standards.

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