Senior Financial Services Administrator Job at Brook-St Hiredonline (Belfast)

Financial Services Administrator

To provide centralised support for a variety of tasks, incorporating valuations,...

Location

United Kingdom , Leeds

Salary:

Not provided

The Private Office

Expiration Date

Until further notice

Requirements

Ideally some experience within financial service but not essential
Excellent Administrator with great attention to detail and a good level of Excel
Proficient IT skills in core Microsoft Office systems
Organisation and prioritisation skills
Excellent verbal and written communication skills with an eye for detail
Professional telephone manner

Job Responsibility

Maintain the accuracy of client data held on Curo, to include input and cleansing as appropriate
Manage all allocated tasks e.g. Curo and queries in a timely, compliant manner, meeting agreed performance standards in line with team SLA’s
Contact and liaise with relevant product providers/third parties to obtain accurate policy information
Support with existing client review processes including liaison with advisers for meeting bookings, data cleansing with updates to Curo as required
Handle all client disengagement requests in a timely, compliant and efficient manner that will meet the agreed performance standards
Undertake whole of market research for both standard and enhanced annuity comparisons
Preparation and collation of policy information forms in line with requirements of the Advice Delivery team
Bespoke valuation requirements for high net worth clients, not limited to Family Office Proposition, but in line with these requirements
Preparation and issuing of Letters of Authority for both new and existing clients, ensuring these are processed in line with team SLA’s and where required liaison with clients, colleagues or third parties
Complete project related activities or general tasks as instructed by your line manager or senior colleagues and follow through to completion dealing with any queries that arise from these activities

What we offer

Company discretionary bonus scheme
24 holidays (increasing to 26), plus 2 additional days paid Christmas shut down period
Private Healthcare*
Group Income Protection
Life Assurance
Eye Care Scheme
Wellbeing programme
Bike to Work Scheme
Full support with professional qualifications

Fulltime

Financial Services Administrator

Our client, a highly respected wealth management firm in South Belfast, is seeki...

Location

United Kingdom , South Belfast

Salary:

27000.00 - 30000.00 GBP / Year

Brook-St Hiredonline

Expiration Date

Until further notice

Requirements

Administrative and customer-facing experience gained within a professional services environment
Experience from financial services, wealth management, accountancy, insurance, legal, banking or similar sectors
Strong communication skills with a professional and confident manner
Solid IT skills, with the ability to pick up new systems quickly

Job Responsibility

Acting as the first point of contact for clients via phone, email and in-person visits
Handling incoming and outgoing client calls
Working closely with senior staff to support the management of client accounts
Processing and updating client information with accuracy
Completing a wide range of associated administrative tasks

Fulltime

Financial Services Administrator

Our client, a highly respected wealth management firm in South Belfast, is seeki...

Location

United Kingdom , South Belfast

Salary:

27000.00 - 30000.00 GBP / Year

Brook-St Hiredonline

Expiration Date

Until further notice

Requirements

Administrative and customer-facing experience gained within a professional services environment
Experience from financial services, wealth management, accountancy, insurance, legal, banking or similar sectors
Strong communication skills with a professional and confident manner
Solid IT skills, with the ability to pick up new systems quickly

Job Responsibility

Acting as the first point of contact for clients via phone, email and in-person visits
Handling incoming and outgoing client calls
Working closely with senior staff to support the management of client accounts
Processing and updating client information with accuracy
Completing a wide range of associated administrative tasks

Fulltime

Senior Financial Planning Administrator

Our client is a highly respected independent financial planning firm seeking an ...

Location

United Kingdom , Nottingham

Salary:

25000.00 - 32000.00 GBP / Year

IDEX Consulting Ltd

Expiration Date

October 10, 2026

Requirements

Experience within an IFA or wealth management administration environment
Strong understanding of financial planning products and advice processes
Excellent organisational and problem-solving skills
Experience handling complex client cases independently
High attention to detail and a thorough understanding of FCA compliance requirements
Strong communication skills and the confidence to liaise with Advisers, providers and clients at all levels
A proactive approach with the ability to support and mentor other team members

Job Responsibility

Preparing high-quality documentation ahead of client meetings
Managing complex new business cases from submission through to completion
Obtaining provider information, valuations and illustrations
Ensuring client records are maintained accurately and in line with regulatory requirements
Completing anti-money laundering and compliance checks
Acting as a key point of contact for clients, providers and Advisers, resolving queries efficiently
Supporting ongoing client servicing, annual reviews and policy servicing
Monitoring workflow to ensure service levels are consistently achieved
Providing guidance and day-to-day support to Junior Administrators where required
Maintaining high standards of accuracy while ensuring compliance with FCA regulations and internal procedures

What we offer

Competitive salary and benefits package
Genuine career progression opportunities
Supportive and collaborative culture
Ongoing professional development

Fulltime

Senior Services Operations Administrator

Optimizely is seeking a Professional Services Operations Administrator to join o...

Location

Bangladesh , Dhaka

Salary:

Not provided

Optimizely

Expiration Date

Until further notice

Requirements

3+ years of experience in the Professional Services industry, preferably within a SaaS or technology organization
Strong working knowledge of PS lifecycle concepts: project delivery, resource management, utilization tracking, capacity planning, revenue recognition, and delivery governance
Experience in a PS operations, business systems, project management, or delivery management role with direct responsibility for tooling, data, or reporting
2+ years of Salesforce experience supporting post-sales, services, or operational workflows
Experience supporting or administering at least one PSA, project management, or professional services platform (see list of recognized platforms below)
Experience with middleware or integration platforms (e.g., Workato, Zapier, Boomi, MuleSoft, Make, or similar iPaaS tools)
Demonstrated ability to work independently, manage competing priorities, and drive outcomes with minimal supervision
Hands-on Kantata (formerly Mavenlink) administration or certified Kantata System Administrator credential
ClickUp workspace administration experience, including automations, custom fields, and integrations
Project Management Professional (PMP), CAPM, or Prince2 certification

Job Responsibility

Own the day-to-day administration, configuration, and optimization of Professional Services Automation (PSA) and project management platforms used across the CX organization
Manage user access, permissions, workflows, templates, and system configurations in alignment with governance standards
Ensure accurate data flow and alignment between PSA platforms, CRM (Salesforce), finance systems, and other CX tools to support resourcing, utilization, forecasting, and reporting
Support and maintain middleware and integration applications (e.g., Workato, Zapier, Boomi, MuleSoft, or similar iPaaS tools) used to automate workflows and synchronize data across systems
Troubleshoot integration issues, identify root causes, and partner with technical teams to resolve data discrepancies or workflow failures
Take ownership of CX system enhancements — including AI-assisted workflows — from intake through implementation, testing, and validation
Independently run and maintain standard utilization, capacity, and services performance data and financial processes on a monthly, quarterly, and annual basis
Respond to ad-hoc reporting and data analysis requests, delivering accurate outputs without constant oversight
Perform routine data quality checks across systems and integrations
identify discrepancies and resolve issues to maintain system reliability

What we offer

Best-in-class compensation plans
Two annual festival bonuses
Recognition and rewards programs
Vacations days
Annual Work/Service Anniversary Leave
Parental leave (both maternity and paternity)
Health insurance
Reproductive benefits for both parents
Volunteering opportunities to make a difference
Chance to work alongside our incredible global team

Fulltime

Manager / Senior Manager - Financial Services Consulting - Information Technology

Location

Hong Kong , Hong Kong

Salary:

Not provided

Forvis Mazars

Expiration Date

Until further notice

Requirements

University degree majoring in Finance, Accounting, Business, Legal, Information Systems, Computer Science/ Engineering or related subjects
Minimum 4-5 years’ experience gained in professional services firms, commercial banks or other financial institute experience will be an advantage
Demonstrate good analytical, problem solving and presentation skills. Flexible, self-starter possessing intellectual curiosity. Effective time and project management with excellent interpersonal skills
Keen on career development on any of the following areas: financial services regulatory consulting, compliance, governance and internal controls, risk management, operational / technology risk management, business & system processes review, internal audit, cyber-security and business consulting
Interested in gaining experience in any of the following industries: Banking and capital markets (client on-boarding / KYC / AML / investment product suitability and other regulatory compliance, front office activities in products / sales channels, middle and/or back office control, operational / technology risk management – commercial banking, private banking, investment banking)
Asset management (distribution channels, controls and processes – prime brokerage, fund administration, fund management (retail, institutional, and/or real estate / private equity, etc.))
Digital asset management/ trading (Cybersecurity, custodian management, licensing requirements)
Insurance (underwriting, claims, reserving, Solvency II, policy administration systems – general or life insurance)
Payment industry (Cybersecurity, settlement and clearing)
Ability to identify and assess business process controls and linkage to IT systems

Job Responsibility

Lead a client-centric advisory team in financial services industry
Support the development on consulting engagement plans and project approaches, analyse client’s current business processes and understanding the risk management environment for financial institutions
Support the planning, execution and delivery of consulting engagements covering regulatory, operational and IT advisory with FS clients in areas such as client onboarding, KYC, AML, system architecture/ pre- or post-implementation, reviews
IT regulatory & licensing reviews (e.g. cybersecurity requirements on C-RAF and iCAST requirements, IS guideline, MCRA membership application, etc.)
Utilise your skills in the areas of structured problem solving, business analysis, analytics, design thinking and lean process improvement to help our FS clients drive profitability and performance through their business operations
Use of technology and data including FinTech/ RegTech/ InsuTech innovation with respect to financial institutions to promote innovation and achieve regulatory compliance
Support change management including the revision or formulation of new policies, systems and controls aligned with regulatory requirements and regulators’ expectations
Plan, execute and communicate with engagement stakeholders of the financial institutions
Identify current and emerging trends of regulatory requirements for the financial services sector in Hong Kong, Singapore, Mainland China and other Asian markets and global regulatory expectations

What we offer

medical and dental insurance
life insurance
a 5-day working week
discretionary performance bonus
birthday leave
marriage leave

Fulltime

Senior Asset Services Administrator

Capital International is looking for a hardworking individual to join the team a...

Location

Isle of Man , Douglas

Salary:

Not provided

Capital International

Expiration Date

Until further notice

Requirements

Be detail orientated, with a high degree of accuracy
Strong IT skills are required in all Microsoft applications
Strong organisational and time management skills
Strong client communication skills (verbal and written) in relation to complex but routine matters
Promote trust in the workplace through open and honest communication with colleagues
Be able to effectively prioritise workloads based on customer and regulatory requirements
Inspire and motivate co-workers by maintaining a positive attitude
Think outside the box’ to find a solution when a problem has been identified
Remain task focused to end result

Job Responsibility

Deliver outstanding customer service to clients, companies, and third parties, ensuring a positive and professional experience
Prepare, process and authorise operational processes, such as dividends, asset transfers, asset set ups, AML review requests, and corporate actions
Handle client queries, ranging in complexity, regarding dividend transactions, corporate actions, asset transfers, asset set ups and AML review requests
Ensure all tasks are completed in accordance with company policies, procedures and regulatory guidelines
Maintain accurate records
Ensure reconciliations within the team are completed and resolved in line with company policies
Support continuous improvement initiatives and contribute to a culture of operational excellence
Assist with the maintenance of the team’s internal procedures to maintain service excellence
Develop a strong understanding of Capital International Group’s product offerings
Take on additional responsibilities as required, contributing to various teams and projects within your capabilities

What we offer

Competitive salaries
Private health care
Life insurance
Flexible working hours
Pension scheme
Volunteering opportunities
Extensive training and development programmes
Access to our innovative products

Senior Administrative Assistant (Administrative Support Assistant III) - Financial Services Sales

Capital One is looking for an exceptionally bright, multitasking, and self-motiv...

Location

United States , Plano

Salary:

73500.00 - 83900.00 USD / Year

Capital One

Expiration Date

Until further notice

Requirements

High School Diploma, GED or equivalent certification
At least 2 years of Administrative experience
At least 2 years of experience in Microsoft Office Suite (Outlook, Excel, Word, PowerPoint) or Google Suite

Job Responsibility

Managing daily calendars for multiple executives, demonstrating flexibility and problem-solving abilities to adjust or prioritize schedules based on last-minute changes
Arrange and reserve conference rooms, catering, audio/video and other essential services as needed for meetings and conferences
Coordinate travel arrangements and create expense reports in a timely manner using Capital One systems
Drive key team activities and events (such as all-hands meeting, team meetings, conferences, ordering supplies and social events)
Prepare professional business communication documents including memos, letters, and emails
Build and maintain good business relationships with executives and administrative staff across the organizations
Participation in general administrative duties (copying), distributing mail, ad-hoc projects, committees and/or group events
Promote a fun and team-oriented work environment

Fulltime

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Senior Financial Services Administrator

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