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 packageIf 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