Wealth Management Administrator

Ashley Rees Associates; Woodford; On-site; GBP 25,000 - 30,000; Full time

Job summary

A growing Wealth Management firm in the United Kingdom is seeking an experienced Administrator to join their supportive team. Responsibilities include handling client inquiries, managing office operations, and ensuring compliance with regulatory standards. The ideal candidate will have a professional administration background, strong numeric and literacy skills, and proficiency in Word and Excel. This role offers a chance to work in a friendly environment focused on client support.

Qualifications

• Previous experience in an administration role within a professional environment.
• Ability to handle client inquiries professionally and responsively.
• Experience in managing daily office operations.

Responsibilities

• Serve as a primary point of contact for client enquiries.
• Deliver accurate reports and correspondence to assist clients.
• Manage daily office operations, including post and correspondence.
• Support onboarding processes by providing and gathering necessary documentation.
• Prepare and maintain client files according to standards.
• Input data on client back-office system and manage client records.
• Handle invoicing, fee matching, and reconciliations.

Skills

Excellent numeracy and literacy skills

Proficient in Word and Excel

Experience with client record systems

Education

Minimum Maths and English GCSE grades A - C (or 5 - 9)

Job description

Ashley Rees Associates are currently working with a growing Wealth Management business based in rural offices in North Somerset. Due to growth an exciting opportunity is now available for an Administrator to join their professional and friendly support team.

The successful candidate will be responsible for providing technical support which is to include:

• Serve as a primary point of contact for client enquiries, ensuring a high level of responsiveness and professionalism
• Deliver accurate and, reports and correspondence to assist clients understanding
• Manage daily office operations, including post and handling correspondence
• Support onboarding processes by providing and gathering necessary documentation
• Prepare and maintain client files in line with company and regulatory standards
• Input data on client back-office system and manage client records in a timely and accurate fashion using relevant systems
• Invoicing, fee matching and reconciliations

You will have an administration or equivalent background within a professional environment. Also, excellent numeracy and literacy skills, a minimum Maths and English GCSE grades A - C (or 5 - 9), proficient in the use of relevant computer packages including Word and Excel, experience of using client record and database systems.