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Data Entry Office Administrator/ Coordinator

Wealth Management Admin & Workflow Specialist

Job in Birmingham, West Midlands, B1, England, UK
Listing for: RGH-Global Limited
Full Time position
Listed on 2026-01-11
Job specializations:
  • Administrative/Clerical
    Data Entry, Office Administrator/ Coordinator
  • Finance & Banking
    Office Administrator/ Coordinator
Job Description & How to Apply Below
A financial services company in Birmingham is seeking a Wealth Management Administrator to provide essential administrative support to Wealth Planners. In this role, you will manage client documentation, coordinate workflows, and ensure compliance with regulatory standards. This position offers the chance to work closely with various teams to enhance client outcomes while adhering to established processes. Candidates should have strong attention to detail and excellent client service skills.
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