Financial Services Operations Specialist

1 day ago


Liverpool, Liverpool, United Kingdom Hoxton Wealth Full time

At Hoxton Wealth, we are seeking a highly organized and detail-oriented Financial Services Administrator to join our team on a full-time basis. The ideal candidate will have a strong background in financial services and a passion for providing exceptional customer service.

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

We offer a competitive salary of £35,000 per annum, opportunities for career growth and development, a dynamic and collaborative work environment, and supportive and experienced team members. To be successful in this role, you should possess a minimum of 2 years of experience in a financial services or administrative role, have a strong understanding of financial products and services, excellent organizational and time-management skills, proficiency in Microsoft Office and CRM systems, outstanding communication and interpersonal skills, and the ability to work independently and as part of a team.



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