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Financial Services Administrator
Location: Sherborne DT9, UK
Salary: Competitive
Ref: JG210
Date posted: 3rd January 2019
Closing date: 28th February 2019
Our client is a small but well established financial services provider based in Sherbourne. They are currently looking to fill a Client Liaison Support position to provide ongoing support both internally and to clients, ensuring an excellent level of service and care is maintained. This is a varied role and due to the nature of the business the candidate will gain a good understanding across all areas. This role is a busy and varied role and requires someone who is confident at dealing with people at all levels within a professional capacity.
This is a varied role and requires a self-motivated individual who can prioritise their own workload and think on their feet. If you offer experience of working within a financial services environment, then this would be a distinct advantage.
Due to high volumes of applications we are unable to respond to everyone, therefore, if you have not heard from us within 3 working days please deem your application unsuccessful.
Responsibilities:
- Filing and file preparation
- Generating valuations and account statements on client requests
- Arranging for sensitive information to be sent securely via electronic medium
- Ensuring all new portfolios are correctly set up on the system and evidence of anti money laundering complied with and stored electronically
- Opening and closing client portfolios ensuring GDPR compliancy
- Competing internal reviews on client portfolios, including performance figs and withdrawals during the period
- Preparing the initial welcome pack for a client, compiling copies of all agreements.
- instructing payments on clients request within the system
- Assisting with client meetings where required, initial take on and annual reviews
Requirements:
- A professional manner who is motivated, proactive and is able to learn quickly in order to support our busy teams.
- Training will be provided, with the possibility of taking on other tasks as necessary.
- 5 GCSE grades A* - C including Maths and English.
- Basic computer skills a must. Outlook, Excel, Word.
Your Contacts
Jayne Grantham
Recruitment Consultant - Office Division
Apply for this job
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