- Communicate with Wealth Managers and their Associates, providing support with administration duties
- Prepare and process all new client documentation and amendments
- Monitor transfers of assets/cash from other institutions
- Support ISA subscriptions, cash transfers, and payment for clients
- Act as point of contact for clients, advisers, and third-party providers
- Liaise with colleagues within Business Support regarding administration of client accounts
- Ensure client details and reviews are recorded correctly on systems
- General record keeping and electronic filing
- Adhere to Conduct Risk standards
Requirements
- Experience in administration within the discretionary wealth management sector preferred
- Intermediate knowledge of Office 365 Suite and Outlook essential
- Excellent attention to detail
- Proactive individual
- Awareness of MiFID II legislative framework nice-to-have
Core Competencies
Demonstrates strong administrative capabilities within the discretionary wealth management sector, with proficiency in Office 365 Suite and Outlook. Ensures accurate record keeping and compliance with Conduct Risk standards while effectively communicating with clients and colleagues.
Highest-signal resume keywords
- Administration Experience
- Office 365 Suite Proficiency
- Attention To Detail
- Client Communication
- MiFID II Awareness
Hard Skills
- Client Documentation Processing
- Asset Transfer Monitoring
- ISA Subscription Support
- Cash Transfer Management
- Record Keeping
- Electronic Filing
Soft Skills
- Proactive Attitude
Industry Keywords
- Discretionary Wealth Management
- Conduct Risk
- MiFID II
Tools & Technologies
- Office 365
- Outlook
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Wealth Administrator 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.
