Current jobs related to Wealth Management Administrative Specialist - Dudley, Dudley - Click and Connect Online Limited

  • Financial Services Coordinator

    7 days ago

    Dudley, Dudley, United Kingdom Hoxton Wealth Full time

    Position: Financial Services AdministratorCompany Overview:Hoxton Wealth is a global financial services firm with offices in key locations, leveraging a tech and tax-led approach to financial planning. The company combines innovative technology solutions with deep expertise in tax-efficient strategies to deliver comprehensive wealth management services. With...

  • Wealth Management Client Services Specialist

    2 weeks ago

    Dudley, Dudley, United Kingdom Click and Connect Online Limited Full time

    Role OverviewOur client, a leading private wealth advisory firm, is seeking a meticulous and organized Wealth Management Client Services Advisor to join their team. This role is essential in ensuring the smooth operation of the firm's services by maintaining the efficiency and accuracy of client documentation, managing communications, and supporting the...

  • Wealth Management Coordinator

    3 days ago

    Dudley, Dudley, United Kingdom Click and Connect Online Limited Full time

    Role OverviewThe Financial Services Administrator will be responsible for providing comprehensive administrative support to the financial advisors and ensuring the smooth operation of the firm's services. This role is crucial in maintaining the efficiency and accuracy of client documentation, managing communications, and supporting the day-to-day activities...

  • Wealth Management Client Services Specialist

    2 weeks ago

    Dudley, Dudley, United Kingdom Independent Resourcing Consultancy Ltd Full time

    Job Title: Wealth Management Client Services AdvisorOur client, a leading private wealth advisory firm, is seeking a highly organized and detail-oriented Wealth Management Client Services Advisor to join their team. As a key member of the advisory team, you will play a vital role in ensuring the smooth operation of client services by maintaining accurate...

  • Wealth Management Client Services Specialist

    3 weeks ago

    Dudley, Dudley, United Kingdom Independent Resourcing Consultancy Ltd Full time

    Client Services Advisor - Wealth ManagementOur client, a leading private wealth advisory firm, is seeking a meticulous and organized Client Services Advisor to join their team. As a key member of the client service operations, you will play a vital role in ensuring the smooth delivery of services to international investors and expatriates globally.Key...

  • Wealth Management Client Services Specialist

    3 weeks ago

    Dudley, Dudley, United Kingdom Independent Resourcing Consultancy Ltd Full time

    Client Services Advisor - Wealth ManagementOur client, a leading private wealth advisory firm, is seeking a meticulous and organized Client Services Advisor to join their team. As a key member of the client service operations, you will play a vital role in ensuring the smooth delivery of services to international investors and expatriates globally.Key...

  • Wealth Management Client Services Specialist

    4 weeks ago

    Dudley, Dudley, United Kingdom Click and Connect Online Limited Full time

    Client Services Advisor - Wealth ManagementOur client, a leading private wealth advisory firm, is seeking a meticulous and organized Client Services Advisor to join their team. As a key member of the client service operations, you will play a vital role in ensuring the smooth delivery of services to international investors and expatriates globally.Key...

  • Wealth Management Client Services Specialist

    4 weeks ago

    Dudley, Dudley, United Kingdom Click and Connect Online Limited Full time

    Client Services Advisor - Wealth ManagementOur client, a leading private wealth advisory firm, is seeking a meticulous and organized Client Services Advisor to join their team. As a key member of the client service operations, you will play a vital role in ensuring the smooth delivery of services to international investors and expatriates globally.Key...

  • Mortgage and Wealth Specialist

    2 weeks ago

    Dudley, Dudley, United Kingdom Cardinal Recruitment Full time £100,000

    As a Mortgage and Wealth Specialist with Cardinal Recruitment, you will be responsible for achieving regular sales of new business to attain individual and company sales objectives while providing ongoing quality customer service.This role involves advising a large client base on a range of insurance and investment/pension products either face to face or...

  • Wealth Management Client Services Specialist

    2 weeks ago

    Dudley, Dudley, United Kingdom Click and Connect Online Limited Full time

    Client Services RoleWe are seeking a detail-oriented and organized Wealth Management Client Services Advisor to join our team at Click and Connect Online Limited. As a key member of our client service operations, you will be responsible for addressing client inquiries and providing exceptional service.Key Responsibilities:Client Support: Respond to client...

  • Wealth Management Client Services Specialist

    1 month ago

    Dudley, Dudley, United Kingdom Click and Connect Online Limited Full time

    Client Services AdvisorOur client, a leading private wealth advisory firm, is seeking a detail-oriented Client Services Advisor to join their team. As a key member of the client service operations, you will play a vital role in ensuring the smooth delivery of financial planning and investment solutions to international investors and expatriates globally.Key...

  • HR Support Specialist

    3 weeks ago

    Dudley, Dudley, United Kingdom Hays Specialist Recruitment Limited Full time

    Job Title: HR AdministratorYour new company is seeking an experienced HR Administrator to support the HR and management teams in the education sector. This is a temporary requirement, starting immediately, for a minimum of two weeks, working on site in Dudley.Key Responsibilities:Supporting with contract amendments and recruitment processes.Tracking...

  • HR Support Specialist

    3 weeks ago

    Dudley, Dudley, United Kingdom Hays Specialist Recruitment Limited Full time

    Job Title: HR AdministratorYour new company is seeking an experienced HR Administrator to support the HR and management teams in the education sector. This is a temporary requirement, starting immediately, for a minimum of two weeks, working on site in Dudley.Key Responsibilities:Supporting with contract amendments and recruitment processes.Tracking...

  • HR Support Specialist

    4 weeks ago

    Dudley, Dudley, United Kingdom Hays Specialist Recruitment Limited Full time

    Job Title: HR AdministratorYour new company is seeking an experienced HR Administrator to support the HR and management teams in the education sector. This is a temporary requirement, starting immediately, for a minimum of two weeks, working on site in Dudley.Key Responsibilities:Supporting with contract amendments and ensuring accurate payroll data...

  • HR Support Specialist

    3 weeks ago

    Dudley, Dudley, United Kingdom Hays Specialist Recruitment Limited Full time

    Job Title: HR AdministratorYour new company is seeking an experienced HR Administrator to support the HR and management teams in the education sector. This is a temporary requirement, starting immediately, for a minimum of two weeks, working on site in Dudley.Key Responsibilities:Supporting with contract amendments and ensuring accurate payroll data...

  • Administrative Support Specialist

    2 weeks ago

    Dudley, Dudley, United Kingdom Trinity Personnel Full time

    Job Overview:We are seeking a highly organized and professional Administrative Support Specialist to join our team at Trinity Personnel. This role is pivotal in ensuring the smooth operation of our front desk and administrative functions. The ideal candidate will be a welcoming and approachable individual with excellent interpersonal skills, able to maintain...

  • Administrative Support Role

    4 days ago

    Dudley, Dudley, United Kingdom Hays Specialist Recruitment Limited Full time

    Our client, a reputable engineering company based in Dudley, is seeking an experienced Administrator to join their busy and supportive team. As a key member of the management team, you will provide support with day-to-day operations, including placing orders, dealing with customer requests, and assisting the engineering team with project processing. Your...

  • Financial Services Coordinator

    3 weeks ago

    Dudley, Dudley, United Kingdom Click and Connect Online Limited Full time

    Company OverviewOur client is a renowned private wealth advisory firm that caters to international investors and expatriates worldwide. Renowned for delivering exceptional financial planning and investment solutions, they are dedicated to maintaining excellence and innovation in the wealth management industry. As they continue to grow, they are seeking a...

  • Financial Services Coordinator

    3 weeks ago

    Dudley, Dudley, United Kingdom Click and Connect Online Limited Full time

    Company OverviewOur client is a renowned private wealth advisory firm that caters to international investors and expatriates worldwide. Renowned for delivering exceptional financial planning and investment solutions, they are dedicated to maintaining excellence and innovation in the wealth management industry. As they continue to grow, they are seeking a...

  • Financial Services Coordinator

    3 weeks ago

    Dudley, Dudley, United Kingdom Click and Connect Online Limited Full time

    Job Title: Financial Services AdministratorCompany Overview:Our client is a reputable private wealth advisory firm that serves international investors and expatriates worldwide. With a commitment to delivering exceptional financial planning and investment solutions, they strive to maintain excellence and innovation in the wealth management industry.Role...

Wealth Management Administrative Specialist

2 months ago

Dudley, Dudley, United Kingdom Click and Connect Online Limited Full time

Company Overview:

Click and Connect Online Limited is a reputable private wealth management firm dedicated to serving international investors and expatriates worldwide. Renowned for delivering exceptional financial planning and investment strategies, the firm is committed to upholding excellence and innovation within the wealth management sector. As the company expands, they are in search of a meticulous and organized Financial Services Administrator to enhance their operations and ensure outstanding client service.

Role Overview:

The Financial Services Administrator will play a pivotal role in providing comprehensive administrative support to financial advisors, ensuring the seamless operation of the firm's services. This position is essential for maintaining the efficiency and accuracy of client documentation, managing communications, and supporting the daily activities of the advisory team. The ideal candidate will demonstrate strong organizational skills, meticulous attention to detail, and a proactive approach to administrative responsibilities.

Key Responsibilities:

Administrative Support: Deliver essential administrative assistance to financial advisors, including scheduling meetings, preparing documents, and managing correspondence.

Client Documentation: Oversee the preparation, processing, and maintenance of client documentation, ensuring all records are precise and current.

Communication Management: Act as a primary point of contact for clients, managing inquiries and ensuring timely and professional responses.

Data Management: Maintain and update client databases and records, ensuring data integrity and confidentiality.

Compliance and Procedures: Assist in ensuring that all client interactions and documentation adhere to regulatory requirements and company policies.

Coordination: Collaborate closely with financial advisors and other team members to facilitate the delivery of client services and ensure smooth operations.

Continuous Improvement: Identify opportunities for enhancing administrative processes and contribute to the implementation of more efficient procedures.

Qualifications:

Experience: A minimum of 2 years in an administrative role, preferably within the financial services or wealth management industry.

Education: A relevant degree or certification in administration, finance, or a related field is preferred.

Organizational Skills: Exceptional organizational and multitasking abilities with a keen eye for detail and accuracy.

Communication Skills: Excellent verbal and written communication skills, capable of interacting professionally with clients and team members.

Technology Proficiency: Proficient in Microsoft Office Suite; experience with financial software or CRM systems is advantageous.

Proactive Approach: A proactive and resourceful attitude, with the ability to anticipate needs and take initiative in task completion.

Team Player: Ability to work collaboratively within a team environment and contribute positively to the company culture.

If you are a detail-oriented and efficient professional with a passion for supporting financial services, this opportunity offers a chance to play a vital role in the success of a leading wealth advisory firm by providing exceptional administrative support and client service.

Remote Work:

No