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Wealth Planning Assistant
3 months ago
A leading City based Private Bank is seeking to recruit an experienced Wealth Management Administrator to provide high level holistic support to a long establish UHNW client book.
Purpose foy the role will be to support client facing Wealth Management personnel, Investment Managers and Wealth Planners by undertaking administration duties that foster excellent client relations through a high standard of communication and general administration.
Job Description Key Responsibilities
- Significant contribution to the client experience and service delivery to both existing and new clients, including a smooth client take on process, general client communications and administration, mailings, & valuations
- Provision of responsive, timely and highquality administration support including; typing, photocopying, efiling and phone calls
- Acting as a key contact point for all internal and external administrative queries
- Track all client documentation and data entry ensuring client records are maintained, accurate and in good order
- Ensure all administration follows Wealth Managements regulatory and procedural processes
- Assist the WMA Team Leader in projects and developing a team ethos of high standards of client service, upholding the Bank's Values and Commitments as the business grows
- Management of account opening and closure paperwork, and fee invoicing administration
Key Interfaces:
- Work closely with all Wealth Management personnel to facilitate an outstanding client experience, including liaison with Private/Commercial Bankers and Private/Commercial Banking Executives
- Liaison with Client Transitions on general queries for takeon packs, static data updates and other Back Office Operations
- Compliance and other internal departments
Knowledge / Experience:
- High net worth Wealth Management administration experience
- Strong organisational and administrative skills
- Responsive and proactive
- Understands the importance of and can deliver accuracy, is always conscientious and can work independently
- Effective written and verbal communication skills
Qualifications:
- Suitable Wealth Management planning qualifications achieved or are working towards including (preferred)
Competencies:
- Client focus
- Team Working
- Customer Focus
- Planning & Reviewing
- Working Proactively
- Communication & Confidence
- Works proactively
- Problem solving and judgement
This is an excellent opportunity at a top set-up who can offer highly competitive salary, 36k to 45k plus comprehensive benefits (25 days, bonus, PMI, Pensions etc) and bonus.
This client can offer a hybrid working environment with three days in the officeand two from home (specific days can vary week on week dependent on business needs).
