ASL International Recruitment Limited 22-24 Seale Street, St Helier, Jersey, JE2 3QG (Registered Office) + 44 (0) 1534 500000 Registered Company GST No 0101275 Registered Jersey No. 95590
Wealth Administrator/Senior Wealth Admin To provide administrative support to one or more wealth advisers, providing excellence in client servicing and ensuring records are updated in an accurate and timely manner.
Key Responsibilities
• New business processing in a timely and efficient manner, including chasing providers and updating new business data.
• CDD checks and completion of account opening and closing forms, including provider documentation
• Accurately completing CRM system with details of client data, including plans and valuations, ensuring fact find has been completed and documents saved to ensure easy retrieval.
• Ongoing compliance with regulatory requirements, especially monitoring of client data changes e.g. change of address, new business and impact on client profile from a risk perspective
• Reporting complaints, mistakes and oversights and errors or omissions, data protection events in a timely and accurate manner.
• Carry out tax-free cash and annuity equivalent income calculations as requested by adviser, arrange for sign off and completion
• Sending out reports/valuations to clients on adviser request. Scheduling regular valuations in agreement with the adviser and according to client segmentation.
• Promoting the use of the personal financial portal supporting clients to reduce data protection issues and enable efficient communications.
• Meeting preparation for advisers on request, including printing fact sheets and standard documentation.
• Reviewing client data on a regular basis to check for gaps e.g. e-mail addresses, formatting etc and updating IO and notifying Pensions to update Metastorm and Product Providers, (where relevant.)
• Wealth admin inbox and post monitoring and responsibility for claiming work per adviser.
• Additional projects for wealth management as requested from time to time.