Job Title:
Financial Services Administrator
Key Responsibilities
* Provide administration and client servicing support to the POD and Wealth Managers.
* Assist in the scheduling of client annual reviews and the preparation of meeting packs, valuations and all other documentation required.
* Quality evaluation of compliance documentation, drawing adviser's attention to any issues or documentation needing updated as and when required.
* Work closely with wider team to ensure timely and accurate implementation of agreed actions arising from client meetings Liaising directly with back-office teams based in Dublin and third-party providers to ensure data amendments.
* Schedule and action payments and income for clients per their request in a timely and efficient manner.
* Direct customer call back and contact regarding the verification of client requests.
* Deal with legal professionals efficiently and in strict compliance when dealing with requests of deceased administration processes.
* Action and follow up of Letters of Authority within tight timeframes to ensure smooth customer transition.
* Maintain accurate client records across all company systems and other provider systems.
* Continually seek ways of improving quality, service delivery and efficiency's in processes and procedures.
* Adhere to the Firm's regulatory obligations and compliance processes and procedures.
Requirements
* Previous experience in financial services - IFA / Wealth Management firm
* Knowledge of Wealth Management
* Fully PC Literate and proficient with Microsoft
* Good communication skills - written and oral
About Us
Brook Street Recruitment is working on behalf of our client in Belfast city centre where an opportunity has arisen.