Helpline Administrator for Standard Life and Venture Capital Trust
Capita Assets Services
Maintaining and updating of the Share register.
Carrying out daily admin tasks such as sending confidential documents to clients, completing indemnities for the loss of share certificates and keeping a daily record of regular payments taken.
Complying with the regulations in place as per the FCA.
Processing and updating the return of incoming mail.
Conversing with fellow companies, IFA’s and brokers on behalf of clients within a given timescale.
Liaising with the bank and ensuring the validity of payments and re-issuing as necessary.
Auditing, rejecting and supressing any amendments made to client and company accounts.