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Business Support Assistant - Financial Services

https://www.office-angels.com Logo

Office Angels

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Location:
United Kingdom , Stirling

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Category:

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Contract Type:
Employment contract

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Salary:

24000.00 - 28000.00 GBP / Month

Job Description:

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.

Job Responsibility:

  • 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

Requirements:

  • 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

Nice to have:

Experience of using Salesforce, Apus or similar CRM systems

Additional Information:

Job Posted:
May 21, 2025

Employment Type:
Fulltime
Work Type:
On-site work
Job Link Share:

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