Financial Services Administrative Assistant
2 days ago
Bruin Financial is a leading Wealth Manager seeking a skilled Financial Services Administrative Assistant to support their HNW team.
The successful candidate will provide essential administrative assistance to the Wealth Planners, including:
- Client Support: Handle client queries, correspondence, and post, ensuring timely responses and resolution.
- Meeting Coordination: Arrange client meetings, valuations, and meeting packs, ensuring smooth logistics.
- Document Preparation: Prepare letters of authority for signing and client application forms in line with suitability report recommendations.
With a strong foundation in financial planning, the ideal candidate will be able to provide exceptional support to the Wealth Planners, driving business growth and success.
A competitive salary and full training opportunities are available for this exciting role.
Prior experience in a similar role and a solid understanding of the financial services industry are highly desirable.
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