Wealth Management Administrator
4 days ago
Wealth Management Administrator
Provide high-quality administrative and operational support to Wealth Planners in delivering excellent client outcomes. Work efficiently within established compliance and regulatory frameworks, ensuring processes are followed accurately and consistently. Act as a key point of contact between Wealth Planners, internal teams, and external providers to ensure a seamless client experience.
The role includes attending client meetings, managing follow-up actions, maintaining accurate records on internal systems, and processing new business.
Key Responsibilities
- Maintain accurate and compliant client documentation in line with company standards.
- Support Wealth Planners in submitting cases to paraplanning and related teams.
- Manage financial administration, including invoices, billing, work in progress, and commission tracking.
- Prepare service agreements and client documentation with precision.
- Demonstrate flexibility in supporting different stakeholders and business areas as needed.
- Coordinate the Wealth Planners workflow by liaising with central functions such as paraplanning, valuations, and business processing.
- Prepare and submit client due diligence (CDD) and account opening documentation, adhering to AML procedures.
- Arrange client meetings, prepare meeting packs, manage diaries, and complete post-meeting actions.
- Act as a first point of contact for clients, handling general queries professionally and escalating complex issues as appropriate.
- Manage incoming and outgoing correspondence, prepare LOAs, and ensure all client information is accurately recorded in systems.
Skills, Experience & Qualifications
- Good understanding of the end-to-end wealth planning process.
- Familiarity with a broad range of financial planning and investment products.
- Working knowledge of regulatory and compliance requirements relevant to wealth planning and client onboarding.
- Ability to identify and escalate potential compliance concerns appropriately.
- Strong client service and communication skills.
- Excellent attention to detail and high level of accuracy.
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