Wealth Administrator
4 weeks ago
Job Title: Wealth Administrator
Job Summary:
We are seeking a highly motivated and organized Wealth Administrator to join our team at Burgh Recruitment Ltd (Financial Services). As a Wealth Administrator, you will play a vital support role in our Financial Services office, working closely with our Wealth Managers to deliver exceptional client service.
Key Responsibilities:
- Manage the full client review meeting process from end to end, ensuring timely and accurate completion.
- Update Confidential Financial Reviews and input/updating as required.
- Process and chase Letter of Authority, complete fund switches, and send fund switch letters.
- Handle incoming calls, delegate action to other team members, and respond to Client Inquiries (Technical and administrative).
- Manage workflow through Salesforce and Business Trackers, ensuring seamless integration and data accuracy.
- Continuously learn and develop bespoke skills towards your ambitions and goals.
Requirements:
- Relevant experience in Wealth Management or Financial Services, with a strong understanding of Salesforce software.
- High level of attention to detail, excellent organization skills, and high standard of written and verbal communication skills.
- Highly IT literate, including advanced MS Outlook, Excel, Teams, and Word skills.
- Ability to work autonomously and as part of a team, managing time effectively and prioritizing tasks.
- Opportunity to complete CII exams and develop bespoke skills towards your ambitions and goals.
About Us:
Burgh Recruitment Ltd (Financial Services) is a leading provider of recruitment services to the Financial Services industry. We are committed to delivering exceptional client service and building long-term relationships with our clients and candidates.
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