Portfolio Administration Specialist
In a dynamic financial services environment, you will support the growth of client portfolios by providing administrative expertise to senior professionals.
About the Role:
* Support high-profile teams with day-to-day administrative tasks.
* Prepare comprehensive presentations and collate documentation for client meetings.
* Collaborate with external partners, including tax advisers, solicitors, and life offices, to deliver exceptional client service.
* Ensure accurate records and supporting documents are maintained in line with regulatory requirements.
* Efficiently process new business applications and support wealth management operations with administrative duties.
You will work within a professional team structure with opportunities for career progression and training. If you possess the necessary skills and enthusiasm for this role, we encourage your application.