Front Office Support Administrator
Charles Stanley, Chelmsford
Front Office Support Administrator
Salary not available. View on company website.
Charles Stanley, Chelmsford
- Full time
- Permanent
- Onsite working
Posted 1 week ago, 13 Jun | Get your application in now before you're too late!
Closing date: Closing date not specified
job Ref: 4a5dcc251c0b4209acbc3f8463edd137
Full Job Description
Join our dynamic Front Office Support (FoS) Administration Team, where you'll play a key role in delivering high-quality administrative support across all business divisions. Working closely with Investment and Portfolio Managers, IMAs, and Assistants, you'll help ensure our processes are efficient, compliant, and client-focused. Key Responsibilities: As a valued team member, you will:
- Manage core administrative tasks, including:
- Processing, printing, and archiving correspondence
- Updating client data and handling call backs
- Managing onboarding of new account applications
- Supporting deceased client processes (e.g., probate valuations, documentation)
- Preparing and scheduling Suitability Meeting Packs
- Coordinating corporate action notifications with stakeholders
- Executing mail merges and distributing key information
- Maintain and enhance desk procedures, contributing to best practice initiatives
- Identify and escalate potential risks appropriately
- Collaborate with middle office teams and other departments
- Deliver a professional and responsive service to internal and external clients
- Ensure accurate record-keeping and audit trails for regulatory compliance
GCSEs (or equivalent) including Maths and English - CISI IOC Unit 1 (Introduction to Securities & Investment) - preferred
- Proven experience in an administrative or support role
- Proficiency in Microsoft Office, especially Word and Excel
- Strong written and verbal communication skills
- Excellent stakeholder management and interpersonal skills
- A proactive, positive attitude and a commitment to being a role model
Direct job link
Relevant jobs
- Admin / Secretarial / PA Jobs in Basildon
- Admin / Secretarial / PA Jobs in Bedford, Wigan
- Admin / Secretarial / PA Jobs in Braintree
- Admin / Secretarial / PA Jobs in Bury St Edmunds, Suffolk
- Admin / Secretarial / PA Jobs in Cambridge, Leeds
- Admin / Secretarial / PA Jobs in Chelmsford
- Admin / Secretarial / PA Jobs in Colchester
- Admin / Secretarial / PA Jobs in Ely
- Admin / Secretarial / PA Jobs in Great Yarmouth
- Admin / Secretarial / PA Jobs in Harlow
- Admin / Secretarial / PA Jobs in Haverhill, Suffolk
- Admin / Secretarial / PA Jobs in Ipswich
- Admin / Secretarial / PA Jobs in King's Lynn, Norfolk
- Admin / Secretarial / PA Jobs in Lowestoft, Suffolk
- Admin / Secretarial / PA Jobs in Norwich
- Admin / Secretarial / PA Jobs in Peterborough
- Admin / Secretarial / PA Jobs in Southend-on-Sea
- Admin / Secretarial / PA Jobs in St Albans
- Admin / Secretarial / PA Jobs in Stevenage