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Financial Services Administrator
2 months ago
CompanyOverview:
My client is a distinguished private wealth advisory firmthat serves international investors and expatriates across theglobe. Known for providing exceptional financial planning andinvestment solutions they are dedicated to maintaining excellenceand innovation in the wealth management industry. As they continueto grow they are seeking a diligent and organized FinancialServices Administrator to join their team and support theiroperations in delivering outstanding client service.
RoleOverview:
The Financial ServicesAdministrator will be responsible for providing comprehensiveadministrative support to the financial advisors and ensuring thesmooth operation of the firms services. This role is crucial inmaintaining the efficiency and accuracy of client documentationmanaging communications and supporting the daytoday activities ofthe advisory team. The ideal candidate will possess strongorganisational skills attention to detail and a proactive approachto administrative tasks.
KeyResponsibilities:
Administrative Support: Provide essential administrative assistanceto financial advisors including scheduling meetings preparingdocuments and managing correspondence.
ClientDocumentation: Handle the preparation processing and maintenance ofclient documentation ensuring all records are accurate anduptodate.
Communication Management: Serve as apoint of contact for clients managing inquiries and ensuring promptand professional responses.
Data Management:Maintain and update client databases and records ensuring dataintegrity and confidentiality.
Compliance andProcedures: Assist in ensuring all client interactions anddocumentation comply with regulatory requirements and companypolicies.
Coordination: Work closely withfinancial advisors and other team members to facilitate thedelivery of client services and ensure seamlessoperations.
Continuous Improvement: Identifyopportunities for improving administrative processes and contributeto the implementation of more efficient procedures.
Qualifications:
Experience: 2 years of experience in an administrativerole preferably within the financial services or wealth managementindustry.
Education: A relevant degree orcertification in administration finance or a related field ispreferred.
Organisational Skills: Strongorganisational and multitasking abilities with a keen eye fordetail and accuracy.
Communication Skills:Excellent verbal and written communication skills with the abilityto interact professionally with clients and team members.
Technology Proficiency: Proficient in Microsoft OfficeSuite and experience with financial software or CRM systems isadvantageous.
Proactive Approach: A proactiveand resourceful attitude with the ability to anticipate needs andtake initiative in completing tasks.
TeamPlayer: Ability to work collaboratively within a team environmentand contribute positively to the company culture.
If you are a detailoriented andefficient professional with a passion for supporting financialservices my client invites you to apply for this excitingopportunity. Join their dedicated team and play a vital role in thesuccess of a leading wealth advisory firm by providing exceptionaladministrative support and clientservice.
Remote Work :
No
