The Agency is recruiting for an Investment/Finance Administrator on behalf of our client.

Professional Growth: Opportunity to build expertise in international wealth management with access to continuous learning and development.

Collaborative Culture: Join a supportive team environment that values teamwork, communication, and shared success.

Meaningful Impact: Play a key role in ensuring smooth operations that directly support advisors and enhance the client experience.

• Oversee vendor relationships, facility’s needs, and general office operations to ensure smooth day-to-day functioning.
• Manage documentation processes and account administration while adhering to compliance and operational standards.
• Provide proactive support to advisors and teams, including backup coverage and assistance with client or operational requests.
• Act as a key communication link with internal and external stakeholders to ensure effective coordination and issue resolution. 

Requirements:

• Appropriate financial industry accreditation.
• Degree in relevant field.
• Solid experience in international financial services with a commitment to continuous professional development.
• Strong proficiency with business technology and tools, paired with excellent organizational and time management abilities.
• Outstanding client service orientation and communication skills, both written and verbal, delivered with professionalism and warmth.

Salary: US$60,000 – US$75,000 per annum.

If this sounds like a good match for you and you would like to learn more, we would welcome your application. Go ahead and apply. 

We believe in inclusive workplaces and we are happy to consider any reasonable adjustments that candidates may require during the recruitment process; you will be asked if you require any during the application process. If you’d like to request additional options, please email mary-clare@theagency.ky.