Are you driven, detail-oriented, and looking to advance your career?
Our client, a rapidly growing wealth management firm, is looking for a Platform Assistant to join their dynamic team.
Responsibilities:
- Manage platform operations, including helpdesk support and adviser queries
- Oversee CRM updates, client communications, and migration processes
- Conduct audits on platform accounts, fees, and cash flow monitoring
- Liaise with the platform provider and handle system error logs
- Improve processes, draft training guides, and ensure compliance with SLAs
About you:
- Strong telephone and written communication skills
- Solid understanding of investment platforms
- Excellent organisation, prioritisation, and attention to detail
- Analytical, problem-solving, and able to work under pressure
If you’re looking to grow in the financial services sector and thrive in a fast-paced environment, we’d love to hear from you!