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Financial Services Coordinator
2 months ago
We are seeking a highly organized and detail-oriented Wealth Management Administrator to join our team at Burgh Recruitment Ltd (Financial Services). As a key member of our team, you will provide administrative support to our Wealth Management Partners, ensuring the smooth operation of our business.
Key Responsibilities- Provide exceptional administrative support to our Wealth Management Partners, including managing client relationships, processing transactions, and maintaining accurate records.
- Assist with the preparation of client reports, presentations, and other materials as required.
- Develop and maintain strong relationships with clients, third-party providers, and internal stakeholders.
- Stay up-to-date with industry developments and best practices, applying this knowledge to improve our business operations.
- Minimum 2 years of experience in a similar role, preferably in the financial services industry.
- Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues.
- Strong organizational and time management skills, with the ability to prioritize tasks and meet deadlines.
- Proficiency in Microsoft Office, particularly Excel, Word, and PowerPoint.
- Ability to work in a fast-paced environment, with a high level of accuracy and attention to detail.
We offer a competitive salary, comprehensive benefits package, and opportunities for professional growth and development. If you are a motivated and detail-oriented individual with a passion for financial services, we encourage you to apply for this exciting opportunity.
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