Job Description
Wealth Administrator
My client is a leading Wealth Manager and needs a suitably qualified Wealth Administrator.
Responsibilities:
- Information gathering via the Astute system for the Para-Planners and Private Wealth Managers
- Chase takeovers and send to providers and get confirmation that it is done
- Send the Provider Code Application forms for new Private Wealth Managers to providers for them to obtain codes and chase
- Sort, arrange and share client documentation
- Ensuring that documentation on Prime System is kept up to date
- Ensure that the New Business Register is kept up to date
- Ensure that cases are chased/updated every 3 days
- Liaise with PWM and Para-Planners to obtain outstanding requirements (if needed)
- Liaise with Private Wealth Managers to obtain outstanding requirements (if needed)
- Escalate cases to the New Business Manager if no movement or progressio...