Wealth Administrator Assistant

What is the opportunity?

We have an exciting opportunity for a Wealth Administrator Assistant to join our high performing Wealth Management team in our Cardiff office.

• Communicate with Wealth Managers and their Associates, providing support with administration duties.
• Preparation and processing of all new client documentation and amendments.
• Monitor transfers of assets/cash from other institutions.
• Support ISA subscriptions and transfers.
• Processing of payments clients.
• Liaise with colleagues within Business Support regarding administration of client accounts.
• Ensure client details and reviews are recorded correctly on systems.
• General record keeping and electronic filing.
• Adhering to Conduct Risk standards.
• Communicate with external Financial Advisers
• Meeting room preparation and general front of house support

• Experience in administration.
• Excellent attention to detail.
• Ability to work on own initiative to achieve required results.

• Intermediate knowledge of Office 365 Suite and Outlook.
• Willingness to work to obtain qualifications relevant to the role.

• Leaders who support your development through coaching and managing opportunities.
• Opportunities to work with the best in the field.
• Ability to make a difference and lasting impact.
• Work in a dynamic, collaborative, progressive, and high-performing team.