Sanlam UK is a leading provider of wealth and investment management services to private clients, professional advisers, charities, corporates and institutions. Combined, we manage almost £9 billion of client assets from 17 offices across the UK, employing a diverse range of c.530 professionals.
We are part of Sanlam, the global AA-rated financial services Group that was established in 1918. The Group provides a range of financial products and services to over 10 million clients globally and is listed on the Johannesburg Stock Exchange. We have attained our size, strength and reputation by providing a high quality, personalised service to clients, whatever their stage of life or financial ambitions.
Based in our Guildford office; we are currently looking for an Team Administrator to join our Portfolio Management team on a full time permanent basis, but would consider applications from candidates on a part time job share basis.
At Sanlam our clients are at the heart of everything we do. The main focus of this role will be to provide administrative support to the Office team and assist in the management of private client relationships and their investment portfolios. You will be the first point of contact with all clients, as this role involves general front of house tasks such as handling and qualifying enquiries, message taking, call routing, progress reporting and resolution.
The key to this role will be your strong administration skills, your attention to detail and your ability to liaise and build strong relationships with clients and both internal and external parties. You will have a variety of duties including general queries and office visits and to provide secretarial support where required to the office. You will also be responsible for keeping up-to-date Health and Safety records for the office. Alongside the general secretarial tasks, this role also incorporates an aspect of investment administration. Tasks may include accurately maintaining client data on databases and helping to ensure portfolios are loaded and set up correctly, in conjunction with the Investment Assistant team. You may also be asked to prepare and implement mailshots or to make changes to mail merge templates.
Skills and experience
The successful candidate may demonstrate the following:
Discreet and confidential approach
Excellent telephone manner
Patient, friendly and helpful disposition
Excellent attention to detail
Prioritises and manages time effectively
Work effectively on multiple projects with different project team members and under the direction of project leaders
Minimum of 2 years’ experience in a role requiring similar levels of attention to detail, numeracy and literacy e.g. banking/finance.
Sanlam is an equal opportunities employer and promotes an inclusive working environment where employees respect and value each other's diversity. If you are interested in applying for this role, please email email@example.com with a copy of your CV attached.