Wealth Administrator Assistant
Hybrid
Core
Administrative support for Wealth Management team, handling client documentation, asset transfers, and payments.
Role type
Wealth Administrator Assistant
Builds
Client account administration and operational support for Financial Advisers
Domain
Financial Services / Wealth Management
Required skills
Administration, Microsoft Office, Communication, Attention to detail, Time management
Preferred skills
Financial services administration experience, Willingness to obtain qualifications
Technologies
Microsoft Office
Responsibilities
Prepare and process new client documentation and amendments, Monitor asset/cash transfers, Process client payments, Ensure client details are recorded correctly on systems, General record keeping and electronic filing, Meeting room preparation
Seniority
Entry-level to Junior