Senior Wealth Administrator - 12-month Fixed Term Contract
Core
Senior Wealth Administrator providing day-to-day administration support to Wealth Managers and clients, ensuring smooth team operations and accurate client record-keeping.
Role type
Senior Wealth Administrator
Builds
Client account administration, documentation processing, and asset transfer monitoring
Domain
Wealth Management / Financial Services
Required skills
Extensive administration experience in Wealth Management, Intermediate MS Office (Word, Excel, Outlook), Strong attention to detail, Clear oral and written communication, Ability to meet deadlines
Preferred skills
Experience with x-plan CRM, Studying towards industry-specific qualification
Responsibilities
Communicate with Wealth Managers and clients to understand administration needs, Prepare and process new client documentation and amendments, Monitor transfers of assets and cash from other institutions, Support ISA subscriptions and transfers, Liaise with Business Support regarding client account administration, Ensure client details and reviews are recorded correctly on systems, General record keeping and electronic filing
Seniority
Senior, hands-on IC