Portfolio Administrator

2 months ago


Dundee, United Kingdom Search Consultancy Full time

Working in a prestigious office in the centre of Dundee, full time, Monday - Friday, supporting some of the best Financial Service professionals.

Salary dependant on experience, range: £21k - £25k

If you are someone who is happy to work independently, has high attention to detail and ideally some previous experience to the financial services industry.

Day to day you'll:

- Process new business, following strict processes and procedures - setting up of new clients on the system, opening new requests and cases
- Work closely with colleagues to ensure service level agreements are met and any delays are picked up and managed in advance
- Updating internal systems with accurate information
- Ensure FCA regulations are adhered to at all times (money laundering, best execution, client money rules, market conduct) and report any incompliances or risk uncovered
- Data management, produce reports, collate information, analyse data as required
- Manage and plan own workload, it's essential you come with good time management skills
- Build and maintain good working relationships with colleagues and management
- Previous experience working within financial services
- Excellent attention to detail
- Ability to work independently



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