Do you have experience in financial services and have excellent organisational skills? Are you a good communicator capable of developing professional relationships with both colleagues and clients?
Our client, a leading wealth management firm, is looking for a Senior Administrator to provide administrative support to investment service activities in an important area of the company.
You will be:
- Resolving client and investment administration queries
- Responsible for the opening processes for new clients
- Preparing any payment and transaction forms for investment managers
- Assist with the new client account opening process as appropriate
- Present documents professionally and in an appropriate format for Investment Manager sign-off
- Interact, respond, and resolve any client queries, and at times referring to senior members
- Develop professional relationships with clients, assisting and organising any meetings and preparation documentation
Your skills and qualifications:
- Able to effectively manage tasks to meet deadlines while maintaining high levels of accuracy
- Knowledge and interest of private client fund management
- Excellent analytical and numeracy skills
- Strong organisation skills
- Experience in Microsoft PowerPoint and other packages
- High quality written and verbal communication skills
- Computer literate
If this sounds like you, please apply today.
”, “datePosted”: “2026-05-02”, “hiringOrganization”: { “@type”: “Organization”, “name”: “Flair for Recruitment”, “sameAs”: “https://uk.whatjobs.com/pub_api__cpl__420281765__4861?utm_campaign=publisher&utm_medium=api&utm_source=4861” }, “jobLocation”: { “@type”: “Place”, “address”: { “@type”: “PostalAddress”, “addressLocality”: “” } } }Do you have experience in financial services and have excellent organisational skills? Are you a good communicator capable of developing professional relationships with both colleagues and clients?
Our client, a leading wealth management firm, is looking for a Senior Administrator to provide administrative support to investment service activities in an important area of the company.
You will be:
- Resolving client and investment administration queries
- Responsible for the opening processes for new clients
- Preparing any payment and transaction forms for investment managers
- Assist with the new client account opening process as appropriate
- Present documents professionally and in an appropriate format for Investment Manager sign-off
- Interact, respond, and resolve any client queries, and at times referring to senior members
- Develop professional relationships with clients, assisting and organising any meetings and preparation documentation
Your skills and qualifications:
- Able to effectively manage tasks to meet deadlines while maintaining high levels of accuracy
- Knowledge and interest of private client fund management
- Excellent analytical and numeracy skills
- Strong organisation skills
- Experience in Microsoft PowerPoint and other packages
- High quality written and verbal communication skills
- Computer literate
If this sounds like you, please apply today.
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