Position: Financial Services Administrator

Company Overview:

Hoxton Capital is a leading financial services company that specializes in providing comprehensive financial planning and investment management services to individuals and businesses. With offices in multiple countries, we are a global company that is dedicated to helping our clients achieve their financial goals.

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 Capital and help us provide exceptional financial services to our clients.