16 sep
|
Hoxton Wealth
|
Ciudad de México
16 sep
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
📌 Administrator - Mexico (Ciudad de México)
🏢 Hoxton Wealth
📍 Ciudad de México