Looking for a Admin/PA in London (Clerkenwell). Full time, perm role. paying up to £28,000. Mon - Fri. Hybrid working. Entry level. 37.5 hours per week, office hours are 9am to 5.30pm.

Responsibilities:

• Organise and diarise meetings on behalf of the Private Client Director
• Manage the Private Client Directors expenses and ad-hoc travel arrangements
• Manage post and all associated scanning and filing
• Work with the Private Client Director to prioritise tasks and manage the inbox
• Manage client queries by phone and email, acting on non-technical queries, and/or distributing to other members of the team where required
• Distribute agendas and information requests prior to client meetings where required
• Chase clients for paperwork and information
• Work with the Senior Private Client Administrator to manage daily admin workflow requests
• Use internal systems to manage data and workload in line with company processes and procedures e.g. DocuSign, Intelligent Office, and Volume
• Complete application forms and send out to clients and providers, including cover letters
• Liaise with product providers to ensure all applications are received and completed, proactively managing outstanding requirements and keeping other members of the team informed
• Maintain distribution lists for central marketing and bulk communications
• Assist the Senior Private Client Administrator with valuation production and fund switches if required
• Ensure all client information (including meeting notes) is accurately maintained on internal systems, including Intelligent Office and Volume
• Run client risk tolerances and carry out anti-money laundering checks
• Ensure electronic client files are organised and updated, and easily accessible.

Experience required:

• 1 years' experience in a PA, administration or reception/front of house role
• Experience of delivering client service at the highest level and ideally use of a CRM system
• Excellent IT skills with a good working knowledge of Excel
• Excellent written and verbal communication skills with an extremely high level of attention to detail.

Parkside Recruitment Ltd is acting as an Employment Agency in relation to this vacancy. Parkside Recruitment is an Equal Opportunities Employer.