Wealth Administrator Assistant
Hybrid
Core
Administrative support for the Wealth Management team, handling client documentation, asset transfers, and general office operations.
Role type
Administrative Assistant (Wealth Management)
Builds
Client documentation, payment processing, and office support for Financial Advisers
Domain
Financial Services / Wealth Management
Required skills
Administration, Microsoft Office, Communication, Attention to detail, Time management
Responsibilities
Prepare and process new client documentation and amendments, Monitor transfers of assets/cash, Process client payments, Ensure client details are recorded correctly on systems, General record keeping and electronic filing, Meeting room preparation