Trainee Financial Administrator
7 days ago
The job will consist of working with financial advisors to complete written reports for clients and the background administration work required for the business.
General skills and duties required listed below:
- Prepare and maintain financial records
- Assist in the preparation of financial reports & reviews
- Completing client requests such as withdrawals
- Collaborate with internal teams & third party providers
- Maintain confidentiality of financial information and adhere to company policies and procedures
- Proficient in financial software and tools (e.g, Excel)
- Strong attention to detail and accuracy in data entry
- Excellent organisational skills with the ability to prioritise tasks effectively
- Ability to work independently as well as collaboratively within a team
- Effective communication skills, both written and verbal
- Background in financial services preferred but not essetials
- Previous expereince with St. James's Place systems
Background knowledge in the sector is desirable but not essential as full training will be provided with career progression within the industry potentially available.
Pay: £22,500.00-£24,000.00 per year
Schedule:
- Monday to Friday
Work Location: In person
Application deadline: 30/09/2024
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