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.