Back - Middle Office Specialist

5 hours ago

Athens, Attica, Greece Fathom Wealth Management Advisors Ltd Full time €45,000 - €55,000 per year

Company Description

Fathom Wealth Management Advisors is a boutique investment firm that provides creative and alternative investment advice. It acts as an External Asset Manager providing its services to High-Net-Worth Individuals, corporate and institutional clients.

Role Description

We seek a highly motivated and detail-oriented
"Back - Middle Office Specialist"
to join our team.

As a Back- Middle Office Specialist, you will provide essential support to the firm's Relationship Managers while handling the day-to-day needs of clients and various counterparties. You will ensure that processes and work procedures remain up-to-date and maintain regular contact with custodian banks and other counterparties. Additionally, you will foster effective communication within the team and across the organization.

Key responsibilities:

  • Support clients and Relationship Managers in their daily business activities
  • Deliver top-quality service to clients through regular and prompt communication via phone, email, and face-to-face meetings
  • Execute client account openings, closures, and updates with precision and efficiency
  • Coordinate daily communication with top-tier banks in Switzerland and Luxembourg
  • Prepare client meetings and marketing materials, including presentations and portfolio reviews
  • Handle various administrative and organizational tasks as required by the Firm
  • Utilize internal software systems, including CRM and wealth management back-office tools, to streamline processes and ensure accuracy

Skills and Qualifications:

  • Proficiency in Microsoft Office applications
  • Strong command (written and oral) of the English language. Additional languages (German, French, or Italian) are a plus
  • No prior experience to the wealth management industry is required, although relevant experience is considered an extra asset
  • Bachelor's degree in Economics, Business Administration, or Finance or other discipline is considered an extra asset

Competencies:

  • Clear and effective communication skills
  • Ability to multitask, organize tasks methodically, and maintain attention to detail
  • Adaptability in a fast-paced environment with strict deadlines
  • Strong collaboration skills and teamwork orientation

What You Will Gain

  • Exposure to an international network of banks
  • Comprehensive experience in the operations of a wealth management firm, covering all departments
  • Opportunity to work daily with senior professionals of diverse international backgrounds.

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