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 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 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 efficiency's 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.