Job Description

The Front Office Support (FOS) Administration Team provides centralised administrative support across all business divisions, including London and regional branches. As part of this team, you will collaborate with Wealth and Portfolio Managers, IMAs, and other Assistants to ensure administrative processes are efficient, accurate, and compliant.

Key Responsibilities

  • Manage core administrative tasks, including: Processing, printing, and archiving correspondence Updating data and handling call backs Supporting on boarding account applications Completing probate-related tasks (e.g., valuations and documentation) Preparing and scheduling Suitability Meeting Packs Communicating with stakeholders on corporate actions Coordinating mail merges and distributing information
  • Maintain and improve desk procedures to support best practice
  • Identify and escalate potential risks
  • Work collaboratively with other departments and middle office teams
    • ...

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