We are seeking a skilled Support Specialist to join our team, providing administrative and data-entry support to maintain accurate client records, documentation, and compliance files.
Key Responsibilities
* Deliver high-quality support and data-entry services
* Maintain accurate client records and documentation
* Process forms and applications across internal systems
* Collaborate with the Advisor network on workflow coordination and general support
Requirements
* Strong administration and data-entry capabilities
* Attention to detail and accuracy
* Familiarity with Xplan or similar CRM systems
What's On Offer
* A supportive work environment with opportunities to learn and grow
* A stable role with long-term career potential in wealth management
* A modern office setting
The ideal candidate will possess excellent communication skills, be highly organized, and have the ability to work efficiently in a fast-paced environment.