Financial Services Administrator

Idex Consulting have a new opportunity for an Financial Services Administrator to join a highly wealth management team in Edinburgh.

**Overall summary**:
Team member of the Client On-boarding & Data Maintenance team, part of the Client Operations functions and responsible for client on-boarding and client data maintenance.

The overall client on-boarding team is driven by front office (who verify AML and complete Client Due Diligence), with the client on-boarding divisions responsible for validation of instruction, associated client communication, third party administration, accurate and timely data input, managing work-flow and 3rd party provider relationship management. Complete and error-free input will be essential to establishing new relationships on the right footing.

**Responsibilities**:

- Accurate and timely processing of new business for new and existing clients. This includes but is not limited to validation of client instruction, new client/portfolio set ups, online access set up, ongoing fee shapes/structures, reporting pack settings, income preferences, bank account recording and all other applicable data items including associated client contact
- Accurate and timely processing of existing client static data changes, including, but not limited to, change of address, change of bank details, ongoing fee amendments and online access maintenance. This includes associated client contact
- Daily interaction with internal and Third Party systems adhering to applicable SLAs and work-flow management
- Adherence to all departmental procedures
- Close liaison with other teams and departments across the business to ensure all processes run smoothly and effectively
- Document management - ensure documentation is scanned/saved and archived in accordance with department operating procedures
- Assist the Incident Management and Service Management Teams in the resolution of queries
- Participation in the Appraisal and Development Scheme
- Ability to demonstrate an understanding of the regulatory framework relevant to the role, whilst practising effective risk management taking account of outcomes for clients
- Previous Financial Services experience, specifically in a Wealth Management business, would be a key advantage, as would experience in working with investment products, wrappers and 'platforms.'
- High levels of accuracy and attention to detail
- Ability to work quickly and accurately within very tight deadlines, and prioritise effectively
- Good team player with the ability to work on own initiative and willing to respond to varying requests
- Flexibility and availability to work overtime during peak workload periods
- Excellent communication skills (written and verbal)
- IT proficiency
- Proactive nature to gain efficiencies
- Previous data entry and paperwork checking experience desirable
- Previous customer/client service experience would be an advantage

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