Hybrid Front Office Support Administrator bei Charles Stanley & Co. Ltd. BU

Role Overview:
Join our dynamic Front Office Support (FoS) Administration Team, where you'll play a key role in delivering high-quality administrative support across all business divisions. Working closely with Investment and Portfolio Managers, IMAs, and Assistants, you'll help ensure our processes are efficient, compliant, and client-focused.

Key Responsibilities:
As a valued team member, you will:

• Manage core administrative tasks, including:
  • Processing, printing, and archiving correspondence
  • Updating client data and handling call backs
  • Managing onboarding of new account applications
  • Supporting deceased client processes (e.g., probate valuations, documentation)
  • Preparing and scheduling Suitability Meeting Packs
  • Coordinating corporate action notifications with stakeholders
  • Executing mail merges and distributing key information
• Maintain and enhance desk procedures, contributing to best practice initiatives
• Identify and escalate potential risks appropriately
• Collaborate with middle office teams and other departments
• Deliver a professional and responsive service to internal and external clients
• Ensure accurate record-keeping and audit trails for regulatory compliance

What We’re Looking For:

• GCSEs (or equivalent) including Maths and English
• CISI IOC Unit 1 (Introduction to Securities & Investment) – preferred
• Proven experience in an administrative or support role
• Proficiency in Microsoft Office, especially Word and Excel
• Strong written and verbal communication skills
• Excellent stakeholder management and interpersonal skills
• A proactive, positive attitude and a commitment to being a role model