Financial Services Administrator
Artemis Human Capital is thrilled to partner with a respected financial services firm in East Belfast to recruit a talented Financial Services Administrator. This newly created role is designed to support the firm’s continued growth and provides an excellent opportunity for an experienced professional to thrive within a dynamic team and deliver outstanding client service.
The Role…
As part of the client services team, you will be involved in a variety of tasks, including:
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Assisting with the seamless onboarding of new clients and ensuring the successful implementation of their financial plans.
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Taking responsibility for processing new business, ensuring all compliance and accuracy standards are met.
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Maintaining and updating client records, coordinating with product providers, and preparing necessary documentation.
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Managing client portfolios and ensuring prompt follow-through on action items from client meetings.
What We’re Looking For…
To be considered for this role, you should ideally have:
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A minimum of 2 years’ experience in a similar position within the financial services industry.
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Proficiency in Microsoft Office and a professional telephone manner.
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Strong attention to detail, exceptional communication skills, and the ability to work independently.
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The ability to manage a diverse workload and meet deadlines.
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A genuine passion for delivering high-quality client service.
What’s On Offer…
Our client offers an exceptional remuneration package for this role, which includes:
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A competitive salary ranging from £27,000 to £32,000 per annum (depending on experience).
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Hybrid working arrangements.
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A fantastic work-life balance with an early finish every Friday at 1pm!
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A supportive and inclusive company culture, with a focus on your personal and professional growth.
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An exciting portfolio of clients, offering the opportunity to work on engaging and challenging projects.
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Excellent prospects for career progression and continuous professional development.
If you’re looking for a role that offers variety, a supportive environment, and real opportunities for growth, get in touch with Beth Gault at Artemis Human Capital or click ‘Apply’ today!
Tagged as: Client Servicing, Client Servicing Assistant, Financial Services Admin, Financial Services Administrator