Financial Services Administrator

Brook Street Recruitment is working on behalf of our client in Belfast where an opportunity has arisen for a Financial Services Administrator to join their expanding team

KEY RESPONSIBILITIES

• Provide administration and client relationship support to the Wealth Management & Financial Advisory Team
• Process client instructions in an accurate and timely manner, and in accordance with the company UK AML policy;
• Liaise with Advisers and management to ensure effective and compliant delivery of allocated duties;
• Establish and maintain client records within the company systems
• Liaise with the Client Services and Para planning Team as and when necessary
• Liaise with back office departments in relation to cash/stock movements, client reporting, account queries and any other client queries
• Work closely with the wider team to ensure timely and accurate implementation of agreed actions arising from client meetings and to service existing clients;
• Support the ongoing client relationship with in conjunction with the Adviser and administration staff;
• General administrative duties within the Wealth Management and Financial Advisory businesses.
• Working with the Firm`s Compliance Officer and Compliance consultants to ensure the Firm`s activities are compliant

SKILLS

• Organisation Interpersonal Skills Initiative
• Benefits:
• Pension
• Performance Bonus

Salary will be dependent on background

Please send CV to Colleen Farquharson via the apply link

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