Administrator (Liverpool)

Position: Financial Services Administrator

Company Overview:

Hoxton Wealth is a global financial services firm with offices in key locations, including Cyprus, the United States, the United Kingdom, Dubai, South Africa, and Australia. The company leverages a tech and tax-led approach to financial planning, combining innovative technology solutions with deep expertise in tax-efficient strategies to deliver comprehensive wealth management services. With around £2 billion in assets under management (AUM), Hoxton Wealth is committed to helping clients achieve their financial objectives through personalized investment solutions, cross-border financial planning, and long-term strategies for wealth growth and preservation.

Job Overview:

We are seeking a highly organized and detail-oriented Financial Services Administrator to join our team on a full-time basis. The ideal candidate will have a strong background in financial services and a passion for providing exceptional customer service. This role will involve working closely with our financial advisors and clients to ensure the smooth operation of our financial services.

Key Responsibilities:

- Provide administrative support to financial advisors, including scheduling appointments, managing calendars, and preparing client documents

- Assist with client onboarding and account opening processes

- Communicate with clients to gather necessary information and documents for account maintenance and transactions

- Monitor and update client accounts and transactions in our systems

- Prepare and distribute reports and statements to clients

- Handle client inquiries and resolve any issues in a timely and professional manner

- Maintain accurate and organized client records

- Assist with marketing efforts, including coordinating events and managing social media accounts

- Stay up-to-date on industry regulations and compliance requirements

- Collaborate with team members to improve processes and procedures

- Other administrative tasks as needed

Qualifications:

- Minimum of 2 years of experience in a financial services or administrative role

- Strong understanding of financial products and services

- Excellent organizational and time-management skills

- Proficient in Microsoft Office and CRM systems

- Outstanding communication and interpersonal skills

- Ability to work independently and as part of a team

- High level of attention to detail and accuracy

- Knowledge of industry regulations and compliance is a plus

We Offer:

- Competitive salary and benefits package

- Opportunities for career growth and development

- Dynamic and collaborative work environment

- Supportive and experienced team

- Training and resources to enhance skills and knowledge

If you are passionate about the financial services industry and have a strong background in administration, we encourage you to apply for this exciting opportunity. Join our team at Hoxton Wealth and help us provide exceptional financial services to our clients.