Business Support Administrator

Brook Street; Belfast; On-site; GBP 25,000 - 35,000; Full time

Job summary

A dynamic financial services company in Belfast is seeking a skilled Business Services Administrator. The successful candidate will provide comprehensive administrative support to senior management, assist with new business processing, and maintain client records in a professional environment. This role offers career development opportunities and a competitive salary package.

Benefits

Career development and training opportunities

Competitive salary and benefits package

Qualifications

• Strong knowledge of new business processing within financial services.
• High proficiency in MS Office tools.
• Excellent organisational and communication skills.

Responsibilities

• Provide general administrative support to Directors and Advisers.
• Liaise with clients and external professionals, ensuring compliance.
• Manage new business applications and maintain client records.

Skills

Organisational Skills

Communication Skills

Attention to Detail

Tools

MS Word

MS Excel

MS Outlook

MS PowerPoint

Job description

Are you an experienced administrator with a background in wealth management and new business processing?

Our client in Belfast city centre is a dynamic financial services company and they are looking to hire a Business Services Administrator to join their team and play a key role in supporting their growing client portfolio.

Our client is a very reputable financial services firm committed to delivering exceptional wealth management solutions. Their team values precision, professionalism, and proactive client service.

Key Responsibilities:

• The provision of general administrative support to a team of Directors, Associate Directors and Senior Private Client Advisers.
• Preparation of investment presentations and collation of documentation for client meetings.
• Liaising with Tax Advisers, Solicitors, Brokers and Life Offices on behalf of servicing our clients.
• Auditing customer relationship management system to ensure records and supporting documents are accurate & compliant in preparation of client meetings.
• Manage and process new business applications efficiently and accurately
• Support wealth management operations with administrative tasks
• Liaise with clients, advisors, and internal teams to ensure seamless service delivery
• Maintain and update client records and documentation
• Updating and monitoring the CRM system on an ongoing basis; preparing documentation to comply with legislative requirements in data management for clients
• Assist with compliance and regulatory requirements related to new business processing

Criteria

• Strong knowledge of new business processing within financial services
• Excellent organisational and communication skills
• Detail-oriented with a commitment to accuracy
• A high level of proficiency in MS Word, Excel, Outlook and PowerPoint
• Ability to work independently and as part of a team
• Opportunity to work in a supportive and professional environment
• Career development and training opportunities
• Competitive salary and benefits package

If you have the expertise and drive to excel in this role, we want to hear from you - Please send your CV to Colleen Farquharson via the apply link

Brook Street NMR is acting as an Employment Agency in relation to this vacancy.

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