Wealth Administrator Assistant

Job Description

We have an exciting opportunity for a Wealth Administrator Assistant to join our high performing Wealth Management team in our Cardiff office. In this pivotal role, you’ll be the backbone of our day to day client account operations, ensuring seamless administration and exceptional service delivery. As part of the collaborative team of driven professionals, you’ll contribute to outstanding outcomes while embracing continuous learning and innovation.

This is a permanent, full-time role with 4 days in the office – perfect for someone who thrives in a flexible, relationship-driven environment.

• 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.

• Communication
• Critical Thinking
• Customer Service Management
• Decision Making
• Detail-Oriented
• Group Problem Solving
• Interpersonal Relationship Management
• Operational Delivery
• Time Management
• Trust Operations Management

Address: 2 CENTRAL SQUARE: CARDIFF

City:
Cardiff

Country:
United Kingdom

Work hours/week: 35

Employment Type:

Full time

Platform: WEALTH MANAGEMENT

Job Type: Regular

Pay Type:

Salaried

Posted Date:

Final date to receive applications: