Job Description


Key Responsibilities


• Carry out a range of core administrative tasks, including:

  • Processing, printing, and archiving correspondence
  • Completing data amendments and call-back processes
  • Handling on boarding documentation for new accounts
  • Managing deceased client administration (including probate valuations and required documentation)
  • Preparing and scheduling Suitability Meeting Packs
  • Coordinating corporate action notifications with relevant stakeholders
  • Conducting mail merges and distributing information as required


• Maintain up-to-date desk procedures and contribute to best‑practice improvements
• Identify, escalate, and record potential risks in line with internal policies
• Collaborate effectively with internal departments and Middle Office teams
• Deliver a professional, inclusive, and client‑focused service
• Maintain accurate records and audit trails ...

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