Wealth Administrator - 12 month Fixed Term Contract
Core
Day-to-day administration of client accounts within the Wealth Management team, including processing documentation, monitoring asset transfers, and handling payments.
Role type
Wealth Administrator (Fixed Term Contract)
Builds
Client account administration and transaction processing for wealth management clients
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
Office 365 Suite, Outlook, attention to detail, problem-solving, client service
Preferred skills
Discretionary wealth management administration, x-plan CRM, MiFID II framework
Responsibilities
Communicate with Wealth Managers and Associates, prepare and process new client documentation, monitor asset transfers, support ISA subscriptions, process client payments, liaise with Business Support, ensure accurate client record keeping, adhere to Conduct Risk standards