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Senior wealth admin & crm specialist

Manchester
Permanent
Burgh Recruitment Ltd (Financial Services)
Crm specialist
Posted: 8 December
Offer description

A financial services recruitment agency is seeking a Senior Administrator to provide exceptional administrative support to clients in a well-established Partner Practice. The ideal candidate will have at least 2 years of experience in a similar role, ideally within a St. James's Place Partner Practice. Responsibilities include new business submission, fund transfers, and maintaining compliance standards. Strong communication and IT skills, particularly in Salesforce, are essential. This full-time position is based in Hale, Altrincham, with a competitive salary and benefits. #J-18808-Ljbffr

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