Arbuthnot Latham &

About Arbuthnot Latham &

Key Responsibilities Supporting Client Management Play a significant part in the service delivery including the on boarding of new clients, meeting preparation, gathering information, preparing valuations and servicing existing client requests Act as a first point of contact for internal and external queries Supporting Projects To be relied upon to support the wider Wealth Planning team’s workload when required To become involved with Wealth Planning or wider business projects where required Organisation Organising, maintaining and co-ordinating diaries for the Wealth Planners (including future planning of meetings, meeting preparation, planning for issues) General Administration Responsible for data entry and keeping client records updated Maintaining accurate and up-to-date client files Assistance in administration of office management tasks Chasing outstanding fees Use of bespoke systems Key interfaces Work closely with the Wealth Planners and the Wealth Planning Executives High Net Worth (HNW) Clients (typically using the phone/email) Private Bankers and Private Banking Executives Investment Management team Compliance Person Specification Knowledge & Experience Previous experience in Wealth Planning administration (desirable) Previous experience supporting Wealth Planners is preferred A good understanding of the HNW segment and market Understand the heavily regulated Wealth Planning environment Skills Effective written and verbal communication skills Ability to work in a team Able to maintain high level of confidentiality, diplomacy and discretion Self-starter who shows initiative and the ability to think ahead. Objective orientated Organised with excellent attention to detail High competency with Microsoft Office Level 4 recognised Wealth Planning qualification, e.g. CII, or working towards (or similar) Core Competencies Team Working Customer Focus Planning & Reviewing Working Pro-actively Communication & Confidence

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Company Info

Legal Form: Co

Company Type: Subsidiary or Business Segment

Company Size: 51 - 250

Revenue: 25 - 50 million (USD)

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Job Ads found: 392

Job Ads per Month: 8.3

Hiring Locations: 4

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