Financial Services Coordinator

2 days ago

Dudley, Dudley, United Kingdom Hoxton Wealth Full time

Position: Financial Services Administrator

Company Overview:

Hoxton Wealth is a global financial services firm with offices in key locations, leveraging a tech and tax-led approach to financial planning. The company combines innovative technology solutions with deep expertise in tax-efficient strategies to deliver comprehensive wealth management services. With around £2 billion in assets under management, Hoxton Wealth is committed to helping clients achieve their financial objectives through personalized investment solutions and long-term strategies for wealth growth and preservation.

Job Overview:

We are seeking a highly organized and detail-oriented Financial Services Administrator to join our team. The ideal candidate will have a strong background in financial services and a passion for providing exceptional customer service. This role will involve working closely with our financial advisors and clients to ensure the smooth operation of our financial services.

Key Responsibilities:

Provide administrative support to financial advisors, including scheduling appointments, managing calendars, and preparing client documents

Assist with client onboarding and account opening processes

Communicate with clients to gather necessary information and documents for account maintenance and transactions

Monitor and update client accounts and transactions in our systems

Prepare and distribute reports and statements to clients

Handle client inquiries and resolve any issues in a timely and professional manner

Maintain accurate and organized client records

Assist with marketing efforts, including coordinating events and managing social media accounts

Stay up-to-date on industry regulations and compliance requirements

Collaborate with team members to improve processes and procedures

Other administrative tasks as needed

Qualifications:

Minimum of 2 years of experience in a financial services or administrative role

Strong understanding of financial products and services

Excellent organizational and time-management skills

Proficient in Microsoft Office and CRM systems

Outstanding communication and interpersonal skills

Ability to work independently and as part of a team

High level of attention to detail and accuracy

Knowledge of industry regulations and compliance is a plus

We Offer:

Competitive salary and benefits package

Opportunities for career growth and development

Dynamic and collaborative work environment

Supportive and experienced team

Training and resources to enhance skills and knowledge

If you are passionate about the financial services industry and have a strong background in administration, we encourage you to apply for this exciting opportunity.

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