Position : Financial ServicesAdministrator
Company Overview :
Hoxton Capital is a leading financial services companythat specializes in providing comprehensive financial planning andinvestment management services to individuals and businesses.
Withoffices in multiple countries we are a global company that isdedicated to helping our clients achieve their financialgoals.
JobOverview :
We are seeking a highly organized anddetailoriented Financial Services Administrator to join our team ona fulltime basis.
The ideal candidate will have a strong backgroundin financial services and a passion for providing exceptionalcustomer service.
This role will involve working closely with ourfinancial advisors and clients to ensure the smooth operation ofour financial services.
KeyResponsibilities :
Provide administrativesupport to financial advisors including scheduling appointmentsmanaging calendars and preparing client documents
Assist with client onboarding and account openingprocesses
Communicate with clients to gathernecessary information and documents for account maintenance andtransactions
Monitor and update client accountsand transactions in our systems
Prepare anddistribute reports and statements to clients
Handle client inquiries and resolve any issues in a timely andprofessional manner
Maintain accurate andorganized client records
Assist with marketingefforts including coordinating events and managing social mediaaccounts
Stay uptodate on industry regulationsand compliance requirements
Collaborate withteam members to improve processes and procedures
Other administrative tasks as needed
Qualifications :
Minimum of 2 years of experience in a financial servicesor administrative role
Strong understanding offinancial products and services
Excellentorganizational and timemanagement skills
Proficient in Microsoft Office and CRM systems
Outstanding communication and interpersonal skills
Ability to work independently and as part of ateam
High level of attention to detail andaccuracy
Knowledge of industry regulations andcompliance 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 andresources to enhance skills and knowledge
If youare passionate about the financial services industry and have astrong background in administration we encourage you to apply forthis exciting opportunity.
Join our team at Hoxton Capital and helpus provide exceptional financial services to ourclients.
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