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Wealth Management Associate

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London, Greater London, United Kingdom Integrity Talent Solutions Full time
Job Summary

We are seeking a highly skilled and detail-oriented French speaking Investment Administrator to join our team at Integrity Talent Solutions. As a key member of our brokerage team, you will play a crucial role in supporting our ambitious goals and expanding our French business.

Key Responsibilities
  • Support wealth engineers and investment counsellors with operational requests to ensure outstanding service to prospects and clients.
  • Ensure we have appropriate documentation from clients to begin their relationship with us by partnering with internal departments and requesting necessary documents.
  • Partner with the insurance company to complete administrative and operational requests for clients.
  • Perform ad-hoc projects and brainstorm process improvements to support a growing department.
Requirements
  • A university degree or equivalent combination of education and experience.
  • Fluent French language proficiency and professional proficiency in English.
  • Excellent communication and interpersonal skills.
  • Ability to work in an autonomous environment to support client needs.
  • Commitment to maintaining quality of work while sticking to a timeline.
About Us

Integrity Talent Solutions is a leading provider of financial services and wealth management solutions. We are committed to delivering exceptional service to our clients and are seeking a talented and motivated individual to join our team.