Financial Services Administrator , Wealth Management , Wellington

11 Days Old

TheCompany:OurclientisahighlysuccessfulandexpandingWealthManagementfirm,widelyrecognisedwithanexcellentreputation.TheRole:TheFinancialServicesAdministratorrolewillsuitahighlyprocessdrivenindividualwith1-3yearsexperienceinFinancialServicesAdministration - ideallywealthmanagementorfinancialplanning.TheFinancialServicesAdministratorwillprovideahighlevelofadministrativesupporttoateamofWealthPlannersandtheirclients,preparingnewaccountpaperworkandLettersofAuthorityforsigning,FundSwitchesandTransferInstructions.TheFinancialServicesAdministratorwillmanagetheteamdiary,roombookings,outlookinvitationsandinvitationstoclientevents.TheFinancialServicesAdministratorwillmanageClientqueriesandattendclientmeetingsonoccasiontotakenotesandfollowuponactions.TheFinancialServicesAdministratorwillalsohavetheopportunitytolearntheclientsystemsincludingIntelligentOfficeTheCandidate:1/2yearsminimumexperiencewithinasimilarAdministrationorClientAdminsupportrolewithinFinancialServices.ORarecentgraduateinterestedtoworkwithWealthPlanning.Arealinteresttoworkinthewealthmanagementsector.Excellentattentiontodetail,andcapableofworkingtofixeddeadlinesinafast-pacedenvironment.Well-developedinterpersonalskills,andteamplayerProficientinITSkillsandcompetentintheuseofMSOfficesoftwareJBRP1_UKTJ
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Location:
Wellington
Job Type:
FullTime

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