Client Services Administrator - Wealth Management

Job description

Client Services Administrator Wealth Management A people‑focused role in a team that values growth and care Altus Financial is a people‑centered advisory firm helping individuals, families, and business owners make confident financial decisions. For more than 30 years, we’ve partnered with high‑net‑wealth individuals and families who rely on us for clarity, protection, and long‑term financial confidence. Our team is the reason clients stay with us for life. We’re an employee‑owned business, which means your contribution genuinely shapes our future. You’ll join a collaborative, ambitious, and down‑to‑earth culture where development is part of everyday work — not an afterthought. What this role is all about The Client Services Administrator will support the advisers in the provision of advice and ongoing services to new and existing clients. Main Duties: - Efficient and accurate administrative support to advisers with client service the pinnacle of your focus. - Co-ordinate bookings of client’s appointments, management and oversight of the adviser’s review schedule to ensure effective delivery of advice obligations within contracted time frames. - Assistant with the preparation of Fi...