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Senior Financial Services Coordinator
2 months ago
Fram Search is seeking a highly skilled and detail-oriented Administrative Support Specialist to join our team in a reputable Wealth Management firm based in the UK. Our client is committed to providing exceptional financial advice and wealth management services to a diverse client base.
The ideal candidate will be responsible for ensuring the smooth operation of administrative tasks, enabling the financial advisors to focus on client engagement and strategy.
Key Responsibilities:
- Provide comprehensive administrative support to financial advisors.
- Manage client documentation, ensuring accuracy and compliance with regulatory requirements.
- Coordinate client meetings and prepare necessary materials, including financial reports and statements.
- Maintain and update client records and databases, ensuring seamless communication and service delivery.
- Assist in the preparation of reports and financial statements, ensuring timely and accurate delivery.
- Liaise with clients and providers to facilitate smooth communication and service delivery.
Qualifications:
- Previous experience in a financial services administration role is preferred.
- Strong organizational skills and attention to detail, with the ability to prioritize tasks and manage multiple projects.
- Excellent communication and interpersonal abilities, with the ability to build strong relationships with clients and colleagues.
- Proficiency in Microsoft Office Suite, including Excel, Word, and PowerPoint.
- Ability to work independently and as part of a team, with a strong commitment to delivering high-quality results.
- Knowledge of financial products and services is an advantage, but not required.
Fram Search is a leading provider of financial services, and we are committed to delivering exceptional results to our clients. If you are a dedicated professional looking to further your career in wealth management, we would love to hear from you.
