VANRATH are delighted to be assisting a Major Wealth Management Client with the Recruitment of Administrators to join a growing and dynamic team based in their Belfast Office .
Hours - Mon-Fri - 09:00-17:00 + Hybrid
Salary - £25,000 - £27,000 + Benefits Package
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 meeting packs, valuations and all other documentation required.
* Quality evaluation of compliance documentation, drawing advisers' 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. 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.
* The ability to 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 to the company.
* 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.
Essential Criteria:
* At Least 2+ Years Previous Administration Experience (Ideally in a Financial Services Company)
* Client Servicing and Administration Skills : Ability to provide administrative support to Wealth Managers and the POD, assisting with client reviews, meeting preparation.
* Compliance and Legal Knowledge : Understanding of compliance requirements, with a focus on quality evaluation of compliance documentation.
* Attention to Detail and Accuracy : Ensuring the timely and accurate implementation of actions arising from client meetings, as well as maintaining precise client records
* Communication and Coordination : Strong communication skills, particularly when liaising with clients, back-office teams, and third-party providers.
* Process Improvement Mindset : Demonstrating a proactive approach to identifying opportunities for improving service delivery.
’My experience with Vanrath has been so positive. They were very professional but friendly at the same time. The whole process has been excellent and I’ve secured a job that I really wanted. I wouldn’t hesitate to go through Vanrath again in future as there was no waiting about and they continually kept me updated throughout. Thanks so much again.’’
‘’In my eyes, VANRATH is the clear industry leader of recruitment in Northern Ireland. With a long history of placements, they have perfected the recruitment trade, which was made very clear to me during my time with them. Whether you plan to find your new role or work directly for VANRATH, you can expect nothing but the best.’’
‘’Vanrath were massively helpful in helping me secure my new role. They provided tips and example questions for the interviews and were able to get quick feedback.’’
‘’I have nothing but praise for VANRATH who have helped me find my dream job. VANRATH sent across a number of positions that would have all been a good fit for me but once I had decided on a specific company they were on hand to facilitate everything that I needed throughout the entire interview and negotiation process.’’