TheCompany:
A high number of candidates may make applications for this position, so make sure to send your CV and application through as soon as possible.
OurclientisahighlysuccessfulandexpandingWealthManagementfirm,widelyrecognisedwithanexcellentreputation.
TheRole:
TheFinancialServicesAdministratorrolewillsuitahighlyprocessdrivenindividualwith1-3yearsexperienceinFinancialServicesAdministration - ideallywealthmanagementorfinancialplanning.
TheFinancialServicesAdministratorwillprovideahighlevelofadministrativesupporttoateamofWealthPlannersandtheirclients,preparingnewaccountpaperworkandLettersofAuthorityforsigning,FundSwitchesandTransferInstructions.
TheFinancialServicesAdministratorwillmanagetheteamdiary,roombookings,outlookinvitationsandinvitationstoclientevents.
TheFinancialServicesAdministratorwillmanageClientqueriesandattendclientmeetingsonoccasiontotakenotesandfollowuponactions.
TheFinancialServicesAdministratorwillalsohavetheopportunitytolearntheclientsystemsincludingIntelligentOffice
TheCandidate:
1/2yearsminimumexperiencewithinasimilarAdministrationorClientAdminsupportrolewithinFinancialServices.
ORarecentgraduateinterestedtoworkwithWealthPlanning.
Arealinteresttoworkinthewealthmanagementsector. xsngvjr
Excellentattentiontodetail,andcapableofworkingtofixeddeadlinesinafast-pacedenvironment.
Well-developedinterpersonalskills,andteamplayer
ProficientinITSkillsandcompetentintheuseofMSOfficesoftware