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Financial Services Administrator
2 months ago
Key Responsibilities:
* Assist with portfolio management, maintaining accurate client data, and refining processes for efficiency
* Provide exceptional client service, ensuring timely and accurate communication
* Collaborate with internal stakeholders to achieve business objectives
* Maintain confidentiality and handle sensitive information with discretion
Benefits:
* 25 Days Holiday Plus Bank Holidays
* Standard Auto-Enrolment Pension
* Private Medical Insurance
* Hybrid Working
* Opportunity to work with a well-established wealth management firm
Requirements:
* Extensive experience in financial services administration
* Strong organisational skills and attention to detail
* Excellent interpersonal skills, capable of effectively interacting with high-net-worth clients and internal stakeholders
* Ability to work in a fast-paced environment and adapt to changing priorities
If you are a motivated and experienced Client Support Administrator looking for a new challenge, please submit your application.
