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Wealth Management Administrator
3 months ago
My client, a rapidly growing Wealth Management support business are expanding their team. They are looking for an experienced Administrator from the Financial Services sector.
Main responsibilities:
- Providing outstanding services to the Partners and their clients
- Booking appointments and data management/ spreadsheet updates
- Maintaining and updating client records on internal systems
- Meeting preparation and post-meeting actions
- General policy amendments such as withdrawals, Trust documents, address changes, deceased clients, etc
- Liaising with and gathering data from third parties
- Preparing documents and paperwork for clients
- Liaising with clients
- Monitoring tasks and keeping all parties updated accordingly
- Ad hoc projects
Essential:
- Strong administration background
- Must be highly organised and able to multi-task
- Communication skills, both written and verbal
- Must have a positive attitude and strong work ethic
- Flexible and helpful approach
- Exceptional phone manner
- Accuracy and attention to detail is a must
- IT skills in the use of Word, Excel, Outlook, and the internet
Do you have the required skills and relevant experience to be successful in this role?? APPLY NOW
CLD Recruitment (Leeds) Ltd is acting as an Employment Agency in relation to this vacancy. CLD Recruitment (Leeds) Ltd is an Equal Opportunities employer; we welcome applicants from all backgrounds.
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