About the role
Do you have experience in financial services and have excellent organisational skills? Are you a good communicator capable of developing professional relationships with both colleagues and clients?
Make sure to read the full description below, and please apply immediately if you are confident you meet all the requirements.
Our client, a leading wealth management firm, is looking for a Senior Administrator to provide administrative support to investment service activities in an important area of the company.
You will be:
- Resolving client and investment administration queries
- Responsible for the opening processes for new clients
- Preparing any payment and transaction forms for investment managers
- Assist with the new client account opening process as appropriate
- Present documents professionally and in an appropriate format for Investment Manager sign-off
- Interact, respond, and resolve any client queries, and at times referring to senior members
- Develop professional relationships with clients, assisting and organising any meetings and preparation documentation
Your skills and qualifications:
- Able to effectively manage tasks to meet deadlines while maintaining xwzovoh high levels of accuracy
- Knowledge and interest of private client fund management
- Excellent analytical and numeracy skills
- Strong organisation skills
- Experience in Microsoft PowerPoint and other packages
- High quality written and verbal communication skills
- Computer literate
If this sounds like you, please apply today.
About this listing
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