Responsibilities
Provide administrative support to financial advisors, including scheduling appointments, managing calendars, and preparing client documents.
- Assist with client onboarding and account opening processes
- Communicate with clients to gather necessary information and documents for account maintenance and transactions
- Monitor and update client accounts and transactions in our systems
- Prepare and distribute reports and statements to clients
- Handle client inquiries and resolve any issues in a timely and professional manner
- Maintain accurate and organized client records
- Assist with marketing efforts, including coordinating events and managing social media accounts
- Stay up-to-date on industry regulations and compliance requirements
- Collaborate with team members to improve processes and procedures
- Other administrative tasks as needed
Job Description
We are seeking a highly organized and detail-oriented Financial Services Administrator to join our team on a full-time basis. The ideal candidate will have a strong background in financial services and a passion for providing exceptional customer service. This role will involve working closely with our financial advisors and clients to ensure the smooth operation of our financial services.
Qualifications
- Minimum of 2 years of experience in a financial services or administrative role
- Strong understanding of financial products and services
- Excellent organizational and time-management skills
- Proficient in Microsoft Office and CRM systems
- Outstanding communication and interpersonal skills
- Ability to work independently and as part of a team
- High level of attention to detail and accuracy
- Knowledge of industry regulations and compliance is a plus
About Hoxton Wealth
Hoxton Wealth is a global financial services firm with offices in key locations, including Cyprus, the United States, the United Kingdom, Dubai, South Africa, Australia & Asia. The company leverages a tech and tax-led approach to financial planning, combining innovative technology solutions with deep expertise in tax-efficient strategies to deliver comprehensive wealth management services. With over $4 billion in assets under management (AUM), Hoxton Wealth is committed to helping clients achieve their financial objectives through personalized investment solutions, cross-border financial planning, and long-term strategies for wealth growth and preservation.
Compensation & Benefits
Competitive salary and benefits package
- Opportunities for career growth and development
- Dynamic and collaborative work environment
- Supportive and experienced team
- Training and resources to enhance skills and knowledge
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Financial Services Administrator in Lichfield employer: The Hoxton
The Hoxton is an exceptional employer that fosters a vibrant work culture where creativity and collaboration thrive. With a focus on employee growth, we offer unique opportunities to engage in bold, culture-led initiatives while working in the heart of London’s dynamic F&B scene. Join us to be part of a team that values community, innovation, and meaningful experiences for both locals and guests.
