Business Support Assistant - Financial Services

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 clients Wealth Management team. The successful candidate will provide comprehensive administrative support to our financial advisers and clients, ensuring the efficient operation of their wealth management services.

Key Responsibilities:

Client Support: Assist clients with account inquiries, transaction processing, and service requests. Ensure a high level of client satisfaction through prompt and professional communication.
Documentation Management: Prepare, review, and maintain client documentation, including account opening forms, investment proposals, and compliance records. Ensuring all documents are accurate and up to date.
Data Entry and Reporting: Accurately input client data into our financial systems and generate regular reports for advisers and management. Maintain data integrity and confidentiality.
Meeting Coordination: Schedule and coordinate client meetings, including preparing necessary materials and follow-up actions. Assist in organising client events and seminars.
Compliance and Regulatory Support: Ensure all activities comply with industry regulations and company policies. Assist in the preparation of compliance reports and audits.Administrative Tasks: Perform general administrative 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 of using Salesforce, Apus or similar CRM systems (desirable)Skills:

Strong organisational and multitasking abilities.
Excellent communication and interpersonal skills.
Proficiency in Microsoft Office Suite and financial software.
Attention to detail and high level of accuracy.
Ability to work independently and as part of a team.If you are interested in taking on this exciting opportunity, please contact us at (phone number removed) to discuss your experience and learn more about our client. We look forward to hearing from you soon!

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