Job Description
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.