Client Support Administrator
Core
Administrative support for financial advisers and clients, handling documentation, fee processing, and regulatory compliance.
Role type
Client Support Administrator
Builds
Client meeting documentation, fee processing records, and regulatory compliance files
Domain
Financial Advice / Wealth Management
Deliverable
product features
Required skills
Financial advisory firm experience, communication (email/phone), time management, prioritization, attention to detail
Responsibilities
Producing and collating client meeting documentation, processing fees for new and ongoing business, monitoring new business progress, completing anti-money laundering checks, responding to queries from advisers and clients
Sourced via workday · Listed on CareerPlan, which tracks 70,000+ jobs from 20+ sources.