Administrator / Client Services (Wealth)

VANRATH are delighted to be assisting a Major Wealth Management Client with the Recruitment of Administrators to join a growing and dynamic team based in their Belfast Office.

Hours: Mon-Fri - 09:00-17:00 + Hybrid

Salary: £25,000 - £27,000 + Benefits Package

Responsibilities:

• Provide administration and client servicing support to the POD and Wealth Managers.
• Assist in the scheduling of client annual reviews and the preparation of meeting packs, valuations, and all other documentation required.
• Quality evaluation of compliance documentation, drawing advisers' attention to any issues or documentation needing updated as and when required.
• Work closely with the wider team to ensure timely and accurate implementation of agreed actions arising from client meetings.
• Liaising directly with back-office teams based in Dublin and third-party providers to ensure data amendments, payments, and income for clients are scheduled and actioned per client's request in a timely and efficient manner.
• Direct customer call back and contact regarding the verification of client requests.
• The ability to deal with legal professionals efficiently and in strict compliance when dealing with requests of deceased administration processes.
• The actioning and follow-up of Letters of Authority within tight timeframes to ensure smooth customer transition to the company.
• Maintain accurate client records across all company systems and other provider systems.
• Continually seek ways of improving quality, service delivery, and efficiencies in processes and procedures.
• Adherence to the firm's regulatory obligations and compliance processes and procedures.

Essential Criteria:

• At least 2+ years previous administration experience (ideally in a financial services company).
• Client Servicing and Administration Skills: Ability to provide administrative support to Wealth Managers and the POD, assisting with client reviews and meeting preparation.
• Compliance and Legal Knowledge: Understanding of compliance requirements, with a focus on quality evaluation of compliance documentation.
• Attention to Detail and Accuracy: Ensuring the timely and accurate implementation of actions arising from client meetings, as well as maintaining precise client records.
• Communication and Coordination: Strong communication skills, particularly when liaising with clients, back-office teams, and third-party providers.
• Process Improvement Mindset: Demonstrating a proactive approach to identifying opportunities for improving service delivery.