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Wealth Management Assistant
1 month ago
Job Title: Wealth Management Assistant
About the Role:
We are seeking a highly organized and detail-oriented Wealth Management Assistant to join our team at Charterhouse. As a key member of our Wealth Management Division, you will be responsible for maintaining and updating client databases, preparing and formatting client correspondence, and providing general administrative support to Client Service Officers and the wider team.
Key Responsibilities:
- Maintain and update client databases with accuracy and attention to detail.
- Prepare and format client correspondence using templates, ensuring professionalism and clarity.
- Provide general administrative support to Client Service Officers and the wider team as needed.
About You:
- Strong communication skills, both verbal and written.
- Excellent organisational and time management skills.
- Ability to work collaboratively within a team.
- Willingness to learn and take initiative.
How to Apply:
Interested candidates should apply today.
