Evelyn Partners

Administration

• Work closely with aligned Financial Planners to deliver excellent client outcomes
• Build relationships with clients and maintain regular contact
• Liaise with operational teams on activities such as scripts, transfers, corporate actions, and static data changes where applicable
• Prepare meeting packs and valuations as required
• Maintain back-office systems and client records in line with company policies
• Provide comprehensive administrative and operational support throughout the client journey
• Support meetings and reviews
• Help drive operational efficiency

Client Administrator

• Provide full administrative support to Investment Managers, ensuring seamless day-to-day operations and efficient workflow
• Manage client communications and enquiries with professionalism and empathy
• Maintain accurate and organised client records and documentation in compliance with regulatory standards and data protection requirements
• Coordinate meetings, appointments, and events for Investment Managers and clients
• Prepare and process client-related documentation, reports, and correspondence
• Liaise between Investment Managers, clients, and operational colleagues
• Monitor and track client matters, ensuring timely follow-up and resolution
• Support maintenance of client databases and CRM systems
• Contribute to continuous improvement of administrative processes and procedures
• Assist with ad hoc projects and administrative tasks as required