Wealth Management Administrator

5 days ago


Solihull, Solihull, United Kingdom Burgh Recruitment Ltd (Financial Services) Full time
About the Role

We are seeking a highly organized and detail-oriented Wealth Management Administrator to join our team at Burgh Recruitment Ltd (Financial Services). As a key member of our team, you will be responsible for providing administrative support to our Wealth Management team.

Key Responsibilities
  • Provide exceptional administrative support to our Wealth Management team, including managing client relationships, processing transactions, and maintaining accurate records.
  • Assist in the preparation of client reports, statements, and other documents as required.
  • Develop and maintain strong relationships with clients, third-party providers, and internal stakeholders.
  • Ensure compliance with regulatory requirements and internal policies and procedures.
  • Contribute to the development and implementation of process improvements to enhance the efficiency and effectiveness of our Wealth Management team.
Requirements
  • Minimum 2 years of experience in a financial services administration role.
  • Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and internal stakeholders.
  • Strong organizational and time management skills, with the ability to prioritize tasks and meet deadlines.
  • Proficient in Microsoft Office, particularly Excel, Word, and Outlook.
  • Ability to maintain confidentiality and handle sensitive information with discretion.
What We Offer

We offer a competitive salary and benefits package, as well as opportunities for professional growth and development. If you are a motivated and detail-oriented individual with a passion for financial services, we encourage you to apply for this exciting opportunity.



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