Financial Services Coordinator
4 weeks ago
Overview:
Rory Mackie & Associates is seeking a highly skilled Financial Services Coordinator to support their Wealth and Investment division. The ideal candidate will possess excellent communication skills, be able to manage multiple tasks, and have a strong understanding of financial services.
Responsibilities:
- Provide administrative support to the Wealth Manager, including managing client onboarding, account opening, and payment processing.
- Assist clients with queries, reporting, and administrative matters.
- Manage client instructions, including investment restrictions and income requirements.
- Engage with outside product providers and LISPs to ensure seamless service delivery.
- Support the Wealth Manager in client query management and resolution.
- Maintain internal stakeholder relationships and attend training seminars to enhance professional development.
Requirements:
- Relevant tertiary qualification and financial planning/investment planning qualification.
- 3+ years of experience in the financial services industry.
- Strong communication and time management skills.
- Ability to work effectively under pressure.
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