Job Title: Wealth Management Administrator
Location: M5 corridor Gloucestershire/ Worcestershire
Salary: Competitive DOE plus excellent benefits
Are you an experienced Administrator with a background in wealth management?
About our client:
CAP Resourcing are proud to support this established and respected wealth management firm. They put their clients at the heart of everything they do.
Responsibilities:
1. Provide administrative support to the wealth management team.
2. Assist in the preparation of client documentation.
3. Manage client communications and inquiries.
4. Maintain and update client records.
Minimum Requirements:
1. Proven experience as an Administrator in a wealth management environment.
2. Strong organizational and communication skills.
3. Attention to detail and ability to manage multiple tasks.
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