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Administrator - Private Client Investment Management - City, London, United Kingdom, EC1A2


Job Purpose:

To provide a high standard of support to the Private Client Investment Management (PCIM) Management team. The PCIM Management team are crucial to the running of the Company's Investment Manager (IM) population, supporting the PCIM division on a strategic and operational level. The team support the day-to-day operations of PCIM and help strategically develop the business by leading projects and change initiatives.

Attention to detail and a desire to learn are very important.

Key Areas of Responsibility:

  • Using initiative to handle day to day work issues in order to provide the team with an effective support service.

  • Dealing with general telephone enquiries.

  • Diary management for senior managers of the team.

  • Booking travel and accommodation for senior managers of the team.

  • Working closely with the entire PCIM division.

  • Assisting in all administrative matters and making suggestions and changes to streamline the administration of the business and increase overall efficiency.

  • Look after the PCIM Intranet page ensuring it is kept up to date.

  • Collating information / papers for meetings in advance.

  • Preparing agendas and Minute taking for key meetings.

  • Collate, write, distribute weekly broadcast.

  • Managing the electronic filing system.

  • General ad hoc duties as required.

Qualifications & Experience:

  • Educated to GCSE or equivalent level, including Maths and English.

  • Experience of working in the financial services industry if preferable with strong administration skills.

Knowledge & Skills:

  • A methodical and organised approach to work.

  • An ability to work to deadlines, displaying tenacity and attention to detail.

  • Excellent interpersonal and communication skills.

  • Articulate and diplomatic at all times.

  • Strong attention to detail, particularly with written information.

  • A strong team player who is both resilient and calm under pressure.

  • Strong Microsoft skills.

  • Good time management skills.

  • Able to assert themselves effectively in order to deal with an often heavy workload with conflicting demands from the team.

Demonstrate the Company's values:

  • Caring. We will strive to earn and maintain the trust of our staff, clients and the wider community by promoting what is in their long term interests.

  • Fair. We will always act with integrity in a transparent, respectful and professional manner.

  • Progressive. We will combine an innovative culture with a traditional personalised service.


  • Accountability: Accepts responsibility for own actions, good outcomes and self-development. Demonstrates commitment to accomplish tasks and objectives with integrity in an ethical, efficient and aware manner.

  • Client Focus: Ability to put the client first by ensuring client needs are met or exceeded in a way that achieves good outcomes for everyone and treats the client fairly.

  • Flexibility: The ability to adapt to changing priorities and job requirements.

  • Communication & Influencing: The ability to communicate ideas persuasively, both verbally and in writing.

  • Risk & Awareness: Understanding and operating within the relevant legal, statutory, regulatory and company policies and practices at all times.

  • Forward Thinking & Innovation: Sustaining success by taking responsibility to think innovatively to problem solve, pre-empt problems and challenges and complete tasks to a standard that continuously improves performance - their own and the Company's.


We expect staff to follow the standards required by our regulators. At all times:

  • Act with integrity

  • Act with due skill, care and diligence

  • Be open and co-operative with regulators

  • Pay due regard to the interests of customers and colleagues and treat them fairly

  • Observe proper standards of market conduct

Line of defence:

  • This role is categorised as a first "Line of Defence" role, i.e. a role that owns, manages and is accountable for identifying, assessing, controlling and mitigating risks in the employee's area of the business.