Wealth Administrator Market related

Full-time Banking & Lending

Wealth Administrator

My client is a leading Wealth Manager and needs a suitably qualified Wealth Administrator.

Responsibilities:

1. Information gathering via the Astute system for the Para-Planners and Private Wealth Managers
2. Chase takeovers and send to providers and get confirmation that it is done
3. Send the Provider Code Application forms for new Private Wealth Managers to providers for them to obtain codes and chase
4. Sort, arrange and share client documentation
5. Ensuring that documentation on Prime System is kept up to date
6. Ensure that the New Business Register is kept up to date
7. Ensure that cases are chased/updated every 3 days
8. Liaise with PWM and Para-Planners to obtain outstanding requirements (if needed)
9. Liaise with Private Wealth Managers to obtain outstanding requirements (if needed)
10. Escalate cases to the New Business Manager if no movement or progressio...