Wealth Management Administrator
Competitive Salary
Edinburgh
Meraki Talent are working with an established Wealth Management firm located here in Edinburgh. They are seeking a skilled and motivated Administrator who ideally has had previous experience working in an Wealth Management or Financial Planning firm. As an integral part of the team, you will play a crucial role in supporting the Investment team and clients and ensuring the smooth running of operations.
Responsibilities:
* Assist the Wealth Managers in managing client relationships, including processing new business applications, gathering required documentation, and maintaining accurate client records.
* Prepare client review packs, reports, and presentations to ensure accurate and timely information is available for client meetings.
* Conduct research and gather data on investment products, providers, and industry regulations to support the decision-making process.
* Liaise with third-party providers, such as fund managers, platforms, and insurers, to facilitate transactions and resolve any queries or issues.
* Process client investment transactions, including buying and selling of funds, processing withdrawals, and managing regular investment contributions.
Background:
* Previous experience working in a similar administrative role within the financial services sector.
* Excellent organisational skills with the ability to manage multiple tasks and prioritise effectively.
* Strong attention to detail and accuracy in data entry and documentation.
* Exceptional communication and interpersonal skills, with the ability to build rapport with clients and colleagues.