Join to apply for the Business Support Administrator role at Virtual Bridges
Continue with Google Continue with Google
4 days ago Be among the first 25 applicants
Join to apply for the Business Support Administrator role at Virtual Bridges
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 & compliant in preparation of client meetings.
* Manage and process new business applications efficiently and accurately
* Support wealth management operations with administrative tasks
* Liaise with clients, advisors, and internal teams to ensure seamless service delivery
* Maintain and update client records and documentation
* Updating and monitoring the CRM system on an ongoing basis; preparing documentation to comply with legislative requirements in data management for clients
* Assist with compliance and regulatory requirements related to new business processing
Criteria
* Proven experience in wealth management administration
* Strong knowledge of new business processing within financial services
* Excellent organisational and communication skills
* Detail-oriented with a commitment to accuracy
* A high level of proficiency in MS Word, Excel, Outlook and PowerPoint
* Ability to work independently and as part of a team
Benefits
* Opportunity to work in a supportive and professional environment
* Career development and training opportunities
* Competitive salary and benefits package
If you have the expertise and drive to excel in this role, we want to hear from you - Please send your CV to Colleen Farquharson via the apply link
Brook Street NMR is acting as an Employment Agency in relation to this vacancy.
LNKD1_UKTJ
Seniority level
* Seniority level
Mid-Senior level
Employment type
* Employment type
Full-time
Job function
* Job function
Administrative
* Industries
Administrative and Support Services
Referrals increase your chances of interviewing at Virtual Bridges by 2x
Sign in to set job alerts for “Business Administrator” roles.
Continue with Google Continue with Google
Continue with Google Continue with Google
Belfast, Northern Ireland, United Kingdom 3 days ago
Belfast, Northern Ireland, United Kingdom 4 days ago
Business Administration Apprentice- Registration & Civic Events
Lisburn, Northern Ireland, United Kingdom 3 days ago
Business Support Administrator - Finance
Belfast, Northern Ireland, United Kingdom 1 week ago
Office Manager/Property Administration Assistant
Belfast, Northern Ireland, United Kingdom 5 days ago
Belfast, Northern Ireland, United Kingdom 3 days ago
Belfast, Northern Ireland, United Kingdom 5 days ago
Project Manager / Business Analyst - AVP
Belfast, Northern Ireland, United Kingdom 1 day ago
Business Analyst - Markets Technology (Operations)
Belfast, Northern Ireland, United Kingdom 1 week ago
Belfast, Northern Ireland, United Kingdom 3 months ago
Belfast, Northern Ireland, United Kingdom 2 weeks ago
Belfast, Northern Ireland, United Kingdom 1 day ago
Business Risk Intermediate Analyst, Associate
Belfast, Northern Ireland, United Kingdom 5 days ago
Belfast, Northern Ireland, United Kingdom 1 day ago
Belfast, Northern Ireland, United Kingdom 1 day ago
Project Manager / Business Analyst - AVP - Citi
Belfast, Northern Ireland, United Kingdom 1 day ago
Pensions Administration Training Academy Senior Administrator
Belfast, Northern Ireland, United Kingdom 1 week ago
Spread Products Business Execution - AVP
Belfast, Northern Ireland, United Kingdom 1 day ago
Senior IT Business Analyst - Markets Risk and Controls Technology
Belfast, Northern Ireland, United Kingdom 1 week ago
Technical Business Lead Analyst - Vice President
Belfast, Northern Ireland, United Kingdom 6 days ago
Belfast, Northern Ireland, United Kingdom 5 days ago
Belfast, Northern Ireland, United Kingdom 1 day ago
Belfast, Northern Ireland, United Kingdom 1 day ago
Business Risk and Control Senior Analyst, Assistant Vice President
Belfast, Northern Ireland, United Kingdom 2 weeks ago
Lead Business Analyst (Manager), Finance, CBS, Belfast
Belfast, Northern Ireland, United Kingdom 2 weeks ago
Belfast, Northern Ireland, United Kingdom 5 days ago
Belfast, Northern Ireland, United Kingdom 5 days ago
Newtownabbey, Northern Ireland, United Kingdom 3 days ago
Project Manager / Business Analyst Lead, Market Operations Transformation - VP
Belfast, Northern Ireland, United Kingdom 3 days ago
Business Risk and Control Sr Analyst - C12 - BELFAST
Belfast, Northern Ireland, United Kingdom 4 days ago
Business Analyst Tax MKB Accountancy & Advies
Belfast, Northern Ireland, United Kingdom 2 weeks ago
Spread Products Business Execution - Senior Analyst
Belfast, Northern Ireland, United Kingdom 1 day ago
Belfast, Northern Ireland, United Kingdom 3 days ago
Belfast, Northern Ireland, United Kingdom 5 days ago
We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr