03 ago
|
Hoxton Wealth
|
Ciudad de México
03 ago
Hoxton Wealth
Ciudad de México
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,Australia, India and South East
Asia. 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 over £4.5 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: The
suitable candidate must speak fluent English . We are seeking a
highly organized and detail-oriented Financial Services
Administrator to join our team on a full-time basis. The adecuado
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 - Opportunities for high 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.
📌 Administrator - Mexico (Ciudad de México)
🏢 Hoxton Wealth
📍 Ciudad de México