Technical Support Assistant
6 days ago
We are currently seeking a skilled Technical Support Assistant - Wealth Management to join our team at Artemis Recruitment Consultants Ltd. In this role, you will provide administrative support to our wealth management team, ensuring that all client information is accurate and up-to-date.
About the RoleThe ideal candidate will have 5+ years of experience working in a technical administration role within the financial services industry. You will be responsible for obtaining information from clients to facilitate Annual Suitability Reviews, closing plans correctly on Intelligent Office, and ensuring that all client information is accurately maintained on internal systems.
As a Technical Support Assistant - Wealth Management, you will also be required to schedule and manage follow-up tasks relating to client meetings and business submissions using Salesforce to monitor and accurately record tasks. You will be expected to maintain high standards of professionalism and confidentiality at all times.
What We OfferAs a Technical Support Assistant - Wealth Management at Artemis Recruitment Consultants Ltd, you can expect a competitive salary of £40,000 per annum. Our company offers a dynamic work environment, excellent training opportunities, and a comprehensive benefits package.
If you are a detail-oriented and organized individual with a passion for delivering exceptional results, we encourage you to apply for this exciting opportunity.
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