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Business Operations Coordinator

2 months ago

Chichester, West Sussex, United Kingdom Recruit UK Full time

Job Title: Business Operations Coordinator

Industry: Wealth Management

Job Description:

Recruit UK is collaborating with a leading Investment firm to recruit a Business Operations Coordinator for their office. In this role, you'll provide crucial support to clients by managing their accounts and overseeing any required updates.

This opportunity is a 12-month fixed-term contract, our client strives to progress, promote, and develop talent regardless of contract, and where possible will try to extend or internally move or recommend key players that help their business to be successful.

The ideal candidate for this role would have experience providing administrative support within wealth management, financial planning, or banking industries.

Key Responsibilities:

  • Liaise with clients and maintain ongoing relationships
  • Manage the full administration process
  • Understand client suitability requirements and support the Investment Manager
  • Process account openings and closures, deal with tax queries, and manage portfolio transfer administration as well as changes to client information
  • Answer calls, meet and greet guests when needed
  • Support advisers with preparation for meetings as required

Requirements:

  • Experience in administrative support within wealth management, financial planning, or banking industries
  • Excellent communication and interpersonal skills
  • Ability to work in a fast-paced environment and prioritize tasks effectively
  • Strong organizational and time management skills
  • Proficiency in Microsoft Office and other relevant software