Senior Wealth Administrator - 12-month Fixed Term Contract
Core
Senior Wealth Administrator providing day-to-day administration support for the Wealth Management team, handling client documentation, asset transfers, and account reviews.
Role type
Senior IC wealth administrator
Builds
Client account administration and documentation for Wealth Managers
Domain
Financial services / Wealth Management
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 accounts, Ensure client details and reviews are recorded correctly on systems, General record keeping and electronic filing
Seniority
Senior, hands-on IC