Financial Services Coordinator
4 weeks ago
We are seeking an experienced Financial Services Administrator to join our team at Tate. As a key member of our Wealth Management team, you will play a vital role in supporting our advisers and client managers in delivering exceptional client service.
The successful candidate will have a strong background in financial services and be able to create and maintain accurate client records, prepare client documentation, and assist with the servicing of fund top-ups, withdrawals, switches, and rebalances.
This is a fantastic opportunity for a motivated and organized individual to develop their skills and contribute to the success of our team.
Key Responsibilities:
- Create and maintain accurate client records on our back-office systems and platforms
- Prepare client documentation and correspondence pre and post meetings
- Assist with obtaining illustrations and application forms
- Support Client Managers in preparation and implementation of advice
- Regularly monitor and chase up progress on applications and other transactions
Requirements:
- Strong background in financial services
- Excellent organizational and communication skills
- Ability to work collaboratively as part of a team
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