Business Support Administrator - #1788577
Virtual Bridges
Date: 1 day ago
City: Belfast
Contract type: Full time
Work schedule: Full day

Are you an experienced administrator with a background in wealth management and new business processing?
Our client in Belfast city centre is a dynamic financial services company and they are looking to hire a Business Services Administrator to join their team and play a key role in supporting their growing client portfolio.
Our client is a very reputable financial services firm committed to delivering exceptional wealth management solutions. Their team values precision, professionalism, and proactive client service.
Key Responsibilities
Brook Street NMR is acting as an Employment Agency in relation to this vacancy.
LNKD1_UKTJ
Our client in Belfast city centre is a dynamic financial services company and they are looking to hire a Business Services Administrator to join their team and play a key role in supporting their growing client portfolio.
Our client is a very reputable financial services firm committed to delivering exceptional wealth management solutions. Their team values precision, professionalism, and proactive client service.
Key Responsibilities
- The provision of general administrative support to a team of Directors, Associate Directors and Senior Private Client Advisers.
- Preparation of investment presentations and collation of documentation for client meetings.
- Liaising with Tax Advisers, Solicitors, Brokers and Life Offices on behalf of servicing our clients.
- Auditing customer relationship management system to ensure records and supporting documents are accurate & compliant in preparation of client meetings.
- Manage and process new business applications efficiently and accurately
- Support wealth management operations with administrative tasks
- Liaise with clients, advisors, and internal teams to ensure seamless service delivery
- Maintain and update client records and documentation
- Updating and monitoring the CRM system on an ongoing basis; preparing documentation to comply with legislative requirements in data management for clients
- Assist with compliance and regulatory requirements related to new business processing
- Proven experience in wealth management administration
- Strong knowledge of new business processing within financial services
- Excellent organisational and communication skills
- Detail-oriented with a commitment to accuracy
- A high level of proficiency in MS Word, Excel, Outlook and PowerPoint
- Ability to work independently and as part of a team
- Opportunity to work in a supportive and professional environment
- Career development and training opportunities
- Competitive salary and benefits package
Brook Street NMR is acting as an Employment Agency in relation to this vacancy.
LNKD1_UKTJ
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