Business Support Assistant - Financial Services

• Assist clients with account inquiries, transaction processing, and service requests
• Prepare, review, and maintain client documentation
• Accurately input client data into financial systems and generate reports
• Schedule and coordinate client meetings and events
• Ensure compliance with industry regulations and company policies
• Perform general administrative tasks

• Previous experience in financial services or wealth management
• Experience of using Salesforce, Apus or similar CRM systems (desirable)
• 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

Experience of using Salesforce, Apus or similar CRM systems