Front Office Support Administrator

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

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Direct job link

https://www.jobs24.co.uk/job/front-office-support-administrator-125239567

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