Adecco is looking for a SAM Administrator for an important client in Gibraltar. The selected candidate will be responsible for ensuring adherence to service level agreements (SLA), managing client relationships, and providing administrative support to the financial advisory team.

Main Responsibilities:

-Assist advisors in collecting documentation for new client onboarding.
-Manage withdrawal requests and execute investment instructions.
-Oversee and manage the department's inbox.
-Provide administrative support during team absences.
-Prepare quarterly reports for the Gibraltar Investment Compensation Scheme (GICS).
-Compile monthly reports for various corporate clients.
-Support Wealth Advisors with client onboarding: collecting KYC and AML information, conducting risk assessments, and liaising with compliance.
-Draft suitability reports and investment advisory agreements.
-Open accounts on investment platforms.
-Obtain and file valuations from investment platforms.
-Follow up with advisors and clients to obtain missing information.
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High level of english
Ability to work independently and as part of a team.
Strong organizational skills and attention to detail.
Computer literate and capable of learning new systems (such as Wealth Craft CRM).
Understanding of financial planning processes.
Knowledge of structures such as companies, trusts, and pensions.
Ability to prioritize tasks and meet tight deadlines.