Wealth Management / Financial Services Administrator
Posted 4 days ago
Job Viewed
Job Description
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.
Wealth Management / Financial Services Administrator
Posted today
Job Viewed
Job Description
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.
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