Join to apply for the Financial Services Administrator role at Virtual Bridges.
Brook Street Recruitment is working on behalf of our client in Belfast city centre where an opportunity has arisen for a Financial Services Administrator to join their expanding team.
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 the 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, payments, and income for clients are scheduled and actioned per client's 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.
* The actioning 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 efficiencies in processes and procedures.
* Adherence to the Firms regulatory obligations and compliance processes and procedures.
Criteria
* 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.
Salary can be discussed on application.
Please send CV to Colleen Farquharson via the apply link.
Brook Street NMR is acting as an Employment Agency in relation to this vacancy.
Seniority level
Entry level
Employment type
Full-time
Job function
Finance
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