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Permanent

Wealth Management / Financial Services Administrator

Belfast
money-bag 28000.00-28000.00 Annual
2984242405
Posted 4 days ago

Are you an experienced administrator with a background in wealth management and new business processing?Our client in Belfast city centre is a dynamic financial services company and they are looking to hire a Business Services Administrator to join their team and play a key role in supporting their growing client portfolio.Our client is a very reputable financial services firm committed to delivering exceptional wealth management solutions. Their team values precision, professionalism, and proactive client service.Key Responsibilities:The provision of general administrative support to a team of Directors, Associate Directors and Senior Private Client Advisers.Preparation of investment presentations and collation of documentation for client meetings.Liaising with Tax Advisers, Solicitors, Brokers and Life Offices on behalf of servicing our clients.Auditing customer relationship management system to ensure records and supporting documents are accurate and compliant in preparation of client meetings.Manage and process new business applications efficiently and accuratelySupport wealth management operations with administrative tasksLiaise with clients, advisors, and internal teams to ensure seamless service deliveryMaintain and update client records and documentationUpdating and monitoring the CRM system on an ongoing basis; preparing documentation to comply with legislative requirements in data management for clientsAssist with compliance and regulatory requirements related to ne

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