Insurance and Financial Services Administrator
1 day ago
CA Financial Appointments seeks a detail-oriented Wealth Administrator to support various tasks.
Main Tasks:
- Acquire information from the Astute system for private wealth managers.
- Monitor takeovers and send notifications to providers.
- Send application forms to providers for new private wealth managers.
- Coordinate document sharing and organization.
- Maintain accurate records on Prime System.
- Keep the New Business Register updated.
- Update cases every three days.
- Liaise with PWMs and PPAs to obtain requirements.
- Liaise with PWMs to obtain requirements.
- Escalate cases to the NBM if necessary.
Key Requirements:
- Degree or equivalent qualification
- At least two years of administration experience in insurance, wealth, or financial services
We look forward to receiving your application.
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