Client Team Administrator
Job Description
Role: Client Team Administrator
Type: Perm
Location: Leeds
Standard Life Aberdeen plc is one of the world’s largest investment companies, and we are built on a long standing culture of caring about the future and making a positive impact. Together we invest for a better future. We do it to make a difference to the lives of our clients and customers, our employees, society and our shareholders.
Our strategy is to build a vibrant and value-creating purpose-led organisation, with the current and future needs of our stake holders at the heart of all we do.
Context
Reporting to the Client Operations Team Manager you will be responsible for providing secretarial and administrative support to the Client Management and Investment teams of Aberdeen Standard Capital. You will work closely with the Client Operations Team Managers and other members of the Operations team to ensure an efficient and effective support service is provided to the front office teams.
Purpose
To provide an efficient, reliable and pro-active secretarial and administrative support service to the Client Management and Investment teams of Aberdeen Standard Capital.
Key Outcomes
- Manage a varied workload, prioritising tasks to meet strict deadlines, demonstrating a pro-active and flexible approach to supporting the client facing / investment teams
- Prepare letters, reports, file notes and other documentation to support the client facing / investment teams
- Make arrangements for both client and internal meetings including room bookings, catering and video/audio conference facilities
- Arrange travel and produce travel packs with detailed itinerary and other travel documents as required.
- Submit expenses in line with relevant finance policies and timeframes.
- Arrange for all relevant documentation to be scanned, appropriately tagged and filed within the Document Management System
- Ensure that all client correspondence is filed accurately and client records are correct and up to date, initiating client data amendments to systems and records where appropriate
- Perform number of administrative tasks as part of client operations e.g. produce a number of regular periodic valuation and performance reports for clients and intermediaries
- Answer calls, dealing professionally & efficiently with client enquiries, distribute daily incoming post and process outgoing post
- Preparation of meeting agendas and papers, taking of notes and production of minutes in a timely manner
- Co-ordinate and manage committee papers, attending meetings and taking minutes and actions as required
- Actively contribute to the client operations team by arranging secretarial holiday cover, sharing knowledge and information, and ensuring secretarial procedures are in place and up to date.
- Develop a sound solid understanding of all systems and processes relevant to the business area.
- Assist client facing teams with client on-line access requests and follow up queries
- Monitor and process queries within central team mailboxes
- Provide assistance on ad hoc requests and projects as required
Core Knowledge
- Good working knowledge of Microsoft Office package (Outlook, Word, PowerPoint & Excel (intermediate/advanced) and good knowledge of the internet
- Previous investment experience would be advantageous
- Knowledge of key administrative processes and procedures
Core Skills
- Planning and Organising
- Communication, written and verbal
- Interpersonal Skills
- Team focused
- Preference for Action
- Responsibility
- Accuracy / Attention to Detail
Our Benefits
There’s more to working life than coming home with a good salary. We have an environment where you can learn, get involved and be supported.
When you join us, your reward will be one of the best around, including 40 days annual leave, a 16% employer pension contribution, private healthcare and a range of flexible benefits including gym discounts, season ticket loans and access to an employee discount site amongst many others. You can read more about our benefits here.
How we create value
Our strategic drivers are the foundations from which we deliver for all our stake holders: High Impact Intelligence, Enduring Relationships, Connections without borders and Future fit. You can find out more about our values here.
Our Inclusive Culture
We are committed to exploring the possibilities of working smarter. This means we’d like to hear from you, whatever way you like to work.
We have a long-term commitment to building inclusive workplaces; we value diversity in our workforce and welcome enquiries from everyone. If you need assistance or a reasonable adjustment due to a disability please let us know as part of your application and we will assist. You can find out more about our inclusive culture here.
We’re committed to providing an inclusive workplace where all forms of difference are valued and which is free from any form of unfair or unlawful treatment. We define diversity in its broadest sense – this includes but is not limited to our diversity of educational and professional backgrounds, experience, cognitive and neurodiversity, age, gender, gender identity, sexual orientation, disability, religion or belief and ethnicity and geographical provenance. Standard Life Aberdeen supports a culture that values meritocracy, fairness and transparency and welcomes enquiries from everyone.
If you need assistance or an adjustment due to a disability please let us know as part of your application and we will assist.
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