Wealth Operations Administrator

Wealth Operations Administrator

Full-Time 30000 - 40000 Β£ / year (est.) No working from home possible
Hoxton Wealth

At a Glance

  • Tasks: Support financial advisors, manage calendars, and onboard clients for smooth operations.
  • Company: Join Hoxton Wealth, a dynamic team in the financial services sector.
  • Benefits: Full-time role with opportunities for growth and development.
  • Other info: Perfect for detail-oriented individuals looking to kickstart their career in finance.
  • Why this job: Make a real difference by delivering exceptional service to clients.
  • Qualifications: Strong communication skills and proficiency in Microsoft Office and CRM systems.

The predicted salary is between 30000 - 40000 Β£ per year.

Hoxton Wealth is seeking a highly organized Financial Services Administrator to join our team on a full-time basis.

You will support financial advisors, manage calendars, onboard clients, and prepare documents to ensure smooth operations.

The role requires excellent communication, attention to detail, and proficiency with Microsoft Office and CRM systems.

You will contribute to client reporting, compliance, and team processes while delivering exceptional service to our clients.

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Wealth Operations Administrator employer: Hoxton Wealth

Hoxton Wealth is an excellent employer, offering a vibrant work culture that fosters collaboration and innovation. With a strong focus on employee growth, we provide ample opportunities for professional development and advancement within the company. Located in a thriving area, our team enjoys a supportive environment that values each member's contributions to corporate governance.

Hoxton Wealth

Contact Details:

Hoxton Wealth Recruitment Team

We think you need these skills to ace Wealth Operations Administrator

Organisational Skills
Communication Skills
Attention to Detail
Proficiency in Microsoft Office
CRM Systems Proficiency
Client Onboarding
Document Preparation