The Role
Provides administrative and client relations support to portfolio management and stockbroking teams. Responsibilities include preparing valuations, processing account openings and closures, updating client data, managing correspondence, coordinating with internal departments, supporting payments and asset transfers, maintaining portfolio structures, and monitoring overdrawn accounts. Full training is provided.
Summary Generated by Built In
As a trainee, the purpose of this role is to assist in delivering an effective provision of administrative and client relations support to the portfolio management and stockbroking teams including producing valuations, liaison with Operations Centre, assisting clients with online queries, payments and asset transfers, day to day support work plus instructions and liaison in respect of non-nominee clients and funds.
Full training will be given.
Full training will be given.
Key Responsibilities
- Assist when required with the management of the Client Services mailbox and ensure work is distributed/completed as required
- Preparation of ad-hoc valuations as requested by clients and portfolio managers
- Input static data amendments (change of exec codes, management fees, email addresses)
- Process new accounts and trigger events (change of address, change of contact details etc). Ensure procedure is followed, CRMs are raised and instructions to COB/CDD are clear. All documents to be saved in the shared drive individually and correctly named
- Manage the pending closure process and ensure the procedure is followed and checklist is fully completed to the point of actual closure
- Liaise with account administrators, Execs, CDD team and other CGWM departments regarding client data requirements
- Prepare account opening confirmation letters and letters confirming service type changes
- Prepare letters to clients confirming fee changes
- Maintenance of portfolio management structure in core operating system
- Review debtors report daily and advise portfolio managers when an account becomes overdrawn to enable them to take the necessary action to clear the overdrawn position
The full job description is available in the documents section.
Skills, Knowledge and Expertise
- A solid educational background with at least 5 GCSEs grade C/4 or above, or equivalent or relevant work experience
- Excellent communication skills both on the phone and in writing
- Excellent attention to detail and proven accuracy skills
- Willingness to learn
- Ability to work methodically whilst under pressure
- Knowledge of or ability to learn and apply CDD requirements
- Experience of working with numbers and proficient in Excel
Benefits
- Competitive benefits package including contributory pension scheme
- Medical care for yourself, partner, and dependant children
- Parking
- Learning and development opportunities
- Active sports and social
- Modern office with sit-stand desks.
About
Canaccord Wealth is one of the top 10 wealth managers in the UK, with offices nationwide, as well as international investment teams and operations in the Crown Dependencies.We have successfully grown our business and reputation over the years, and now provide large numbers of high net worth clients with expert investment management to help them reach their objectives. Our investment management specialists have a wealth of experience across different areas of investment management, including portfolio management, stockbroking, wealth planning and investment funds.Here at Canaccord Wealth, we pride ourselves on our special culture and being able to offer rewarding, challenging and interesting roles.No matter whether you are looking for a client-facing Investment Director role or want to support our business through Operations, IT, Finance or Marketing, everyone at Canaccord Wealth plays an important role in our success.There is plenty of opportunity to help execute our strategy, inspire us with your passion and build a rewarding career. We encourage new ideas, energy, hard work and professionalism and show our appreciation by being committed to your ongoing development, happiness and well-being at work.As leading experts in our field, we have exacting standards and are always looking for ambitious and hard-working colleagues to join our dedicated teams and help us deliver the best we can for our clients as well as build a successful business.
Skills Required
- At least 5 GCSEs at grade C/4 or above, or equivalent relevant work experience
- Excellent written and telephone communication skills
- Excellent attention to detail and proven accuracy
- Willingness to learn
- Ability to work methodically under pressure
- Knowledge of, or ability to learn and apply, CDD requirements
- Experience working with numbers
- Proficiency in Excel
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The Company
What We Do
Canaccord Genuity Wealth Management provides expert investment management services for individuals, families, business owners, and charities. They blend global strength with boutique service to craft bespoke wealth blueprints, integrating investment management, estate planning, tax optimization, risk mitigation, and intergenerational wealth transfer to help clients secure their financial future and create a lasting legacy.
