Wealth Management Administrator
6 days ago
Join Artemis Recruitment Consultants Ltd as a Wealth Management Administrator and take on a challenging role in Canterbury.
You will be responsible for submitting new business, creating new business events, and updating them once on risk or NTU'd. The ideal candidate will have excellent administrative skills, attention to detail, and effective communication skills.
Salary: £26,000 - £33,000 per annum
Responsibilities:The successful candidate will be responsible for:
- Developing a comprehensive understanding of the new business process.
- Submitting all forms of new business.
- Ensuring cases are progressed to transfer completion.
- Adding fund accounts and initial funds.
- Ensuring compliance department sign-offs.
Skills and Qualifications:
The ideal candidate will possess excellent administrative skills, attention to detail, and effective communication skills. They should have experience in administration and be proficient in Microsoft Office.
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