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Southport, Sefton
Millwood Administration are recruiting a Junior Wealth Administrator for a growing, successful financial services business. This is an excellent opportunity for an individual that is wanting to start their careers within the wealth management sector.
Overall Job Purpose
Working alongside the Wealth Management Team and Operations Manager, the successful candidate will provide administrative and organisational support to the business by assisting with the running of the back office processing. They will provide general day-to-day support and administration to Financial Advisers across the UK.
Key Responsibilities:
Client / Team communication
• Managing diaries on a daily basis.
• Dealing with client queries in a timely and professional manner, via telephone, email or in writing.
• Chasing pipeline business on a regular basis with a view to booking them in for Client meetings
• Using the internal intranet system to manage client enquiries
• Pro-active and...