Wealth Management Administrative Assistant

3 weeks ago


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

Independent Resourcing Consultancy Ltd is an exclusive recruitment agency that specializes in finding high-calibre candidates for leading financial institutions. We have partnered with a prestigious private wealth advisory firm to fill the position of Wealth Management Client Services Advisor.

This is a unique opportunity for a detail-oriented professional to join a dynamic team and play a vital role in delivering top-notch financial planning and investment solutions to international investors and expatriates globally.

Job Description:

The successful candidate will be responsible for providing exceptional client service, preparing and processing client documentation, managing communications, and supporting the advisory team's daily activities. Key responsibilities include addressing client queries, maintaining accurate records, acting as the primary contact for clients, and collaborating with financial advisors and other team members to facilitate client services.

Required Skills and Qualifications:

  • 2+ years of experience in a client service role, preferably within the financial services or wealth management industry.
  • Relevant degree or certification in administration, finance, or a related field.
  • Strong organisational and multitasking abilities, with a keen eye for detail and accuracy.
  • Excellent verbal and written communication skills, with the ability to interact professionally with clients and team members.
  • Proficient in Microsoft Office Suite and experience with financial software or CRM systems.

Benefits:

The successful candidate will receive a competitive salary package, including benefits such as health insurance, retirement plans, and paid time off.



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