Financial Services Administrator

Brook Street; Belfast; On-site; GBP 27,000 - 30,000; Full time

Job summary

A respected wealth management firm in Belfast is looking for an organized Administrator to enhance client experiences. Key responsibilities include managing client communication and updating records accurately. Ideal candidates should have experience in a professional services setting, excellent communication skills, and strong IT abilities. The role offers a salary range of £27k-30k per annum and involves office-based working hours from Monday to Friday.

Qualifications

• Experience within a professional services environment is essential.
• Background in financial services, wealth management, accountancy, insurance, legal, or banking preferred.

Responsibilities

• Serve as the primary point of contact for clients via multiple channels.
• Support senior staff in managing client accounts effectively.
• Ensure accurate processing and updating of client information.
• Perform a variety of associated administrative tasks.

Skills

Administrative experience

Customer service skills

Strong communication skills

Proficient in IT systems

Job description

Our client, a highly respected wealth management firm in South Belfast, is seeking an organised and professional Administrator to join their growing team.

While experience within wealth management is ideal, they are also keen to consider applicants from accountancy, insurance, legal services, banking or other professional environments.

The Role

As the first point of contact for clients, you will play a key role in delivering a professional and seamless client experience. Your responsibilities will include:

• Acting as the first point of contact for clients via phone, email and in-person visits
• Handling incoming and outgoing client calls
• Working closely with senior staff to support the management of client accounts
• Processing and updating client information with accuracy
• Completing a wide range of associated administrative tasks

About You

The ideal candidate will have:

• Administrative and customer-facing experience gained within a professional services environment
• Experience from financial services, wealth management, accountancy, insurance, legal, banking or similar sectors
• Strong communication skills with a professional and confident manner
• Solid IT skills, with the ability to pick up new systems quickly

Working Hours

• Office-based role
• Monday-Thursday: 9:15am-5:30pm
• Friday: 9:15am-4:30pm

Salary will be £27-30k per annum DOE

If you're a proactive administrator looking to join a supportive and professional team, we would love to hear from you.

Please send your CV via the apply link.

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