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Wealth Management Coordinator
2 months ago
Wealth Administrator
**Job Summary**
We are seeking a highly motivated and organized Wealth Administrator to join our team at St. James's Place Wealth Management. As a key member of our Financial Services office, you will provide vital support to our Wealth Managers and contribute to the success of our business.
**Key Responsibilities**
* Manage the full client review meeting process from end to end, ensuring seamless communication and timely completion of tasks.
* Update Confidential Financial Reviews and input data accurately and efficiently.
* Process and chase Letters of Authority, ensuring compliance with regulatory requirements.
* Complete fund switches and send fund switch letters to clients, maintaining high standards of quality and attention to detail.
* Handle incoming calls and delegate tasks to other team members, providing exceptional customer service.
* Respond to client inquiries, addressing technical and administrative queries with professionalism and expertise.
* Manage workflow through Salesforce and Business Trackers, utilizing your organizational skills to optimize productivity.
* Engage in continuous learning and development, tailored to your ambitions and goals, to enhance your skills and knowledge.
**Requirements**
* Relevant experience in Wealth Management or Financial Services, with a strong understanding of the industry and its regulations.
* Proficiency in the use of Salesforce software, with the ability to learn and adapt to new systems.
* High level of attention to detail, excellent organizational skills, and a high standard of written and verbal communication.
* Highly IT literate, with advanced skills in MS Outlook, Excel, Teams, and Word.
* Ability to work calmly under pressure, handling conflicting demands and prioritizing tasks effectively.
* Strong interpersonal skills, demonstrating a professional, proactive, and positive attitude.
* Opportunity to complete CII exams, enhancing your knowledge and expertise.
* Ability to work autonomously and as part of a team, managing time effectively and multitasking with ease.
**About St. James's Place Wealth Management**
St. James's Place Wealth Management is a leading, highly regarded FTSE 250 Wealth Management company, distributing a range of Investment and Retirement products and financial solutions to a High Net Worth client base. With funds under management in excess of £181.9bn, our business is well-established and highly successful.
**Application Process**
To apply for this role, please visit the application site of Burgh Recruitment and follow the instructions provided. Please ensure you tick the Privacy Policy box and click the green 'apply to this job' button at the bottom of the application page. Once your application is completed, you will receive a confirmation email from Burgh Recruitment.
