Financial Services Administrator , Worcester in Worcester

TheCompany:

OurclientisahighlysuccessfulandexpandingWealthManagementfirm,widelyrecognisedwithanexcellentreputation-witharegionalofficebasedinWorcester.

TheRole:

ThisisafantasticopportunityforanindividualwhohassomeofficeAdministrationorClientServicesAdministrationexperiencewhoiskeentopursueaclientadministrativerolewithintheFinancialServicessector-aWealthManagementcompany.

TheFinancialServicesAdministratorrolewillsuitahighlyprocessdrivenindividualwith1-3yearsexperienceinTeamAdministration,(thiscanbefromAssetManagement,PrivateWealth,InvestmentBanking,ProfessionalServices,Insurance).Someexperienceworkingwithclientsystemswouldbeuseful.

TheFinancialServicesAdministratorwillprovideahighlevelofadministrativesupporttoateamofWealthPlannersandtheirclients,preparingnewaccountpaperworkandLettersofAuthorityforsigning.

TheFinancialServicesAdministratorwillmanagetheteamdiary,roombookings,outlookinvitationsandinvitationstoclientevents.

TheFinancialServicesAdministrator willmanageClientqueriesandattendclientmeetingsonoccasiontotakenotesandfollowuponactions.

TheFinancialServicesAdministratorwillalsohavetheopportunitytolearntheclientsystemsincludingXplanandVoyant.

TheCandidate:

1-2yearsminimumexperiencewithinasimilarAdministrationorClientAdminsupportrole-anyindustry.

Arealinteresttoworkinthewealthmanagementsector.

Excellentattentiontodetail,andcapableofworkingtofixeddeadlinesinafast-pacedenvironment.

Well-developedinterpersonalskills,andteamplayer

ProficientinITSkillsandcompetentintheuseofMSOfficesoftware