Mattioli Woods
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Fintech • Payments • Financial Services
The Administrative Assistant will provide general support across various departments, handle document management, maintain supplies, assist with travel arrangements, and ensure excellent customer service to colleagues and visitors.
Fintech • Payments • Financial Services
The Paraplanner will support consultants by providing technical wealth management assistance including information gathering, planning, and the delivery of solutions tailored to client needs. Responsibilities comprise preparing documentation, advising on financial products, and assisting in risk management and client relations.
Fintech • Payments • Financial Services
As a Pensions Administrator, you will manage and administer a portfolio of clients, providing excellent customer service and support. Responsibilities include planning workload, improving knowledge of employee benefits and legislation, and collaborating with Client Relationship Managers to meet clients' needs.
Fintech • Payments • Financial Services
The CRM Team Leader is responsible for managing and developing a team of Client Relationship Managers, ensuring high service standards and compliance while driving operational improvements. This role involves strong leadership and the ability to communicate effectively with stakeholders and enhance the client experience.