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About the Role

We are seeking a highly organized and detail-oriented Financial Services Administrator to join our team on a full-time basis. The ideal 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.

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 members to improve processes and procedures
• Perform other administrative tasks as needed

Requirements

• Minimum of 2 years of experience in a financial services or administrative role
• Strong understanding of financial products and services
• Excellent organizational and time-management skills
• Proficient in Microsoft Office and CRM systems
• Outstanding communication and interpersonal skills
• Ability to work independently and as part of a team
• High level of attention to detail and accuracy
• Knowledge of industry regulations and compliance is a plus

Location

• Cyprus
• United States
• United Kingdom
• Dubai
• South Africa
• Australia
• Asia

Work Type

• Full-time

Experience Level

• Minimum of 2 years of experience

Benefits

• Competitive salary and benefits package
• Opportunities for career growth and development
• Dynamic and collaborative work environment
• Supportive and experienced team
• Training and resources to enhance skills and knowledge

About the Company

• 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 & 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 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.