Jobtailor is seeking an organised Wealth Management Admin to support Wealth Managers and their Associates with administrative duties, client documentation, and asset transfer monitoring. You will act as a main contact for clients, advisers and third party providers, ensuring accurate recording of client details and maintaining compliant records in line with Conduct Risk and MiFID II standards.
Experience in discretionary wealth management admin and proficiency with Office 365 and Outlook are
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Wealth Administration Specialist employer: Jobtailor
As a Client Services Coordinator at our dynamic company, you will thrive in a supportive work culture that prioritises employee growth and development. We offer comprehensive training, opportunities for advancement, and a collaborative environment where your contributions are valued. Located in a vibrant area, our team enjoys a healthy work-life balance and the chance to engage with diverse clients, making every day rewarding and meaningful.
