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Financial Wealth Administrator

2 weeks ago

Southport, United Kingdom Millwood Administration Group Full time

**Wealth Administrator**

**Birkdale, Southport**

This role as a Wealth Administrator is to provide comprehensive administration support, working closely with the operations manager and financial advisers in order to ensure that all day to day administration tasks are carried out.

As an administrator you will organise and coordinate the administration duties. You will be a point of contact for the Adviser and therefore a professional, polite and friendly telephone manner is expected. You will be highly organised, proactive and enthusiastic and you will also be able to effectively plan and prioritise your workload as well as provide guidance and support to the administrator when needed on how to organise their workload and delegate administrative duties to them where appropriate. You will be able to take instruction on your workload from the directors but also be able to manage this on your own initiative when necessary.

**Responsibilities**:

- Assist with organising and managing outlook diaries and confirming meetings to clients.
- Assisting with the provision of an efficient back office system and process all correspondence
- Create and assist with maintaining client files in both an electronic or paper format
- Ensure all dealings with clients are carried out in a professional and courteous manner
- Ensure all supporting documentation is maintained as per company procedures
- Maintain all standards of performance as required by the firm
- Answering the telephone and taking messages for the Adviser
- Handling office paperwork including photocopying and scanning to the cloud
- Ensuring that the filing system is maintained
- Preparing meeting packs for new and existing clients
- Updating and reviewing excel spreadsheets, CRM system and other Case Management systems such as Salesforce
- Draft letters as reasonably requested
- Ensure all dealings with clients are carried out in a professional and courteous manner

**Skills**:

- A basic knowledge and understanding of the Financial Services sector
- A good working knowledge of Microsoft Office to include, Outlook, Word and Excel
- The ability to work on your own initiative and unsupervised once the initial training period has passed
- Good telephone manner
- Ensure that you are aware of and understand the firms record keeping requirements and that you adhere to these
- An understanding of the provision of advice to clients in a compliant manner
- Take ownership and responsibility for all administrative duties
- Good organisational and time management skills
- Good attention to detail
- Must be a team player

This is an excellent opportunity for an organized and detail-oriented individual to contribute to the smooth operation of our office.

If you have the required skills and are looking for a challenging administrative role, we encourage you to apply.

**Job Types**: Full-time, Part-time, Permanent

Pay: From £24,500.00 per year

Schedule:

- Monday to Friday

Work Location: In person

Reference ID: WA Mill