TheCompany: OurclientisahighlysuccessfulandexpandingWealthManagementfirm,widelyrecognisedwithanexcellentreputation-witharegionalofficebasedinWorcester. TheRole: ThisisafantasticopportunityforanindividualwhohassomeofficeAdministrationorClientServicesAdministrationexperiencewhoiskeentopursueaclientadministrativerolewithintheFinancialServicessector-aWealthManagementcompany. TheFinancialServicesAdministratorrolewillsuitahighlyprocessdrivenindividualwith1-3yearsexperienceinTeamAdministration,(thiscanbefromAssetManagement,PrivateWealth,InvestmentBanking,ProfessionalServices,Insurance).Someexperienceworkingwithclientsystemswouldbeuseful. TheFinancialServicesAdministratorwillprovideahighlevelofadministrativesupporttoateamofWealthPlannersandtheirclients,preparingnewaccountpaperworkandLettersofAuthorityforsigning. TheFinancialServicesAdministratorwillmanagetheteamdiary,roombookings,outlookinvitationsandinvitationstoclientevents. TheFinancialServicesAdministrator willmanageClientqueriesandattendclientmeetingsonoccasiontotakenotesandfollowuponactions. TheFinancialServicesAdministratorwillalsohavetheopportunitytolearntheclientsystemsincludingXplanandVoyant. TheCandidate: 1-2yearsminimumexperiencewithinasimilarAdministrationorClientAdminsupportrole-anyindustry. Arealinteresttoworkinthewealthmanagementsector. Excellentattentiontodetail,andcapableofworkingtofixeddeadlinesinafast-pacedenvironment. Well-developedinterpersonalskills,andteamplayer ProficientinITSkillsandcompetentintheuseofMSOfficesoftware