Financial Services Administrator
2 weeks ago
We are working with an exciting financial services business based in Northwich to recruit a Financial Services Administrator.
Client Details
This leading and growing asset management organisation provides financial advice to a wide variety of clients. Having won many awards recognised within the wealth management sector, the business prides itself and providing top class, regulated financial advice, as well as being a great place to work because of its company culture and benefits package.
The organisation has almost 1000 employees across a network of offices in the UK, with a strategic objective and focus on sustainability to help address social, economic and environmental challenges. They have an inclusive culture and make that every employee is valued, respected and included from top to bottom.
Description
As Financial Services Administrator you will be part of the intermediaries team providing administrative support internal and external stakeholders:
Payment processing activity and ongoing fee processing and monitoring relating to new and existing clients within agreed SLAs
Working closely with clients for various aspects of client withdrawal process and verifying source of funds for incoming payments
Processing and matching of payments in, initial fee processing and administration fees
Processing payments out and validating instructions to ensure all applicable documentation is received and meets the correct requirements
Accurate and timely processing of internal transfers and switches
Processing of ongoing fee postings
Setting up direct debit instructions for new clients
Updating workflow tasks and processes with the correct case details and progress on relevant systems
Setting up of new fee scales with associated ongoing monitoring and oversight
Processing disinvestment activity for bulk processes
Regular checking, monitoring and verification of dataProfile
As Financial Services Administrator, you must have:
Experience ideally in a financial services administration role but if you have strong administration experience and looking to break into financial services, this will also be considered
Wealth management background would be preferable but not essential
High level of attention to detail
Confident manner with the ability to build rapport with stakeholders
Ability to work to tight deadlines and prioritise effectively
Strong team player with ability to work independently
Excellent communication skills both written and verbal
Strong customer service mindsetJob Offer
Your package will include:
Salary offering up to £26,000
Hybrid working once probation/training completed
Private medical
Stakeholder pension contribution
25 days holiday (purchase additional holiday)
Discretionary bonus scheme
Salary sacrifice scheme including cycle to work, save as you earn
Gym discounts
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