Business Support Assistant - Financial Services

Office Angels; Stirling; On-site; GBP 24,000 - 28,000; Full time

Job summary

A leading company in financial services is looking for a detail-oriented Financial Services Administrator to support their Wealth Management team. This role involves client support, documentation management, and ensuring compliance with regulations. The ideal candidate will have experience in financial services and strong organizational skills, contributing to the efficient operation of wealth management services.

Qualifications

• Previous experience in financial services or wealth management.
• Experience with CRM systems like Salesforce or Apus is desirable.

Responsibilities

• Assist clients with account inquiries and transaction processing.
• Prepare and maintain client documentation.
• Input client data and generate reports for advisers.

Skills

Organisational skills

Multitasking

Communication

Interpersonal skills

Attention to detail

Tools

CRM systems

Microsoft Office

Job description

The role - Business Support (Financial Services)

Location - Stirling

Salary - £24-28k (depending on experience)

Hours - 9.00-17.00

We are seeking a detail-oriented and proactive Financial Services Administrator to join our client's Wealth Management team. The successful candidate will provide comprehensive administrative support to financial advisers and clients, ensuring the efficient operation of wealth management services.

Key Responsibilities:

1. Client Support: Assist clients with account inquiries, transaction processing, and service requests. Ensure high client satisfaction through prompt and professional communication.
2. Documentation Management: Prepare, review, and maintain client documentation, including account opening forms, investment proposals, and compliance records. Ensure all documents are accurate and up to date.
3. Data Entry and Reporting: Input client data into financial systems and generate reports for advisers and management, maintaining data integrity and confidentiality.
4. Meeting Coordination: Schedule and coordinate client meetings, prepare necessary materials, and follow-up. Assist in organising client events and seminars.
5. Compliance and Regulatory Support: Ensure activities comply with regulations and company policies. Assist in preparing compliance reports and audits.

Administrative Tasks:

Perform general duties such as filing, mail handling, and office supply management. Support the team with ad-hoc tasks as needed.

Experience:

Previous experience in financial services or wealth management.

• Experience with CRM systems like Salesforce or Apus (desirable)

Skills:

• Strong organisational and multitasking skills.
• Excellent communication and interpersonal skills.
• Proficiency in Microsoft Office and financial software.
• Attention to detail and accuracy.
• Ability to work independently and in a team.

If interested, please contact us at 0141 226 4041 to discuss your experience and learn more about our client. We look forward to hearing from you!

Office Angels is an employment agency and equal-opportunities employer. We value diversity and inclusion. Please inform us if you require reasonable adjustments during the application process.

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