Financial Services Administrator

3 days ago


Leeds, United Kingdom Huntress Full time

An excellent opportunity for an experienced Administrator to join a prestigious Financial Services organisation based in Leeds City Centre with 2 days WFH. This role will involve supporting a team of three Investment Managers, you must have excellent attention to detail and confident communication skills.

The role is working alongside a team of 4 Team Administrator and you will receive training and excellent career development opportunities.

Salary - £24,000-24,500

Outstanding benefits - 10% pension, 28 days holiday, 15-25% of salary bonus

The role;
- Supporting Investment Managers with day to day admin tasks to ensure they can maintain client relationships
- Meeting preparation including production of new client paperwork, valuations, and performance summaries
- Assisting with the client onboarding process
- Monitoring of new account opening
- Preparation of weekly reports
- Handling telephone enquiries from third parties and clients regarding their portfolios and accounts
- Organising production, checking and despatch of valuations and client tax packs
- Liaising with operational departments
- Production of existing account valuations
- Undertaking the administration involved in annual performance reviews
- Dealing with compliance related matters such as collation of anti-money laundering documentation, checking client documentation

About you;
You will be an experienced Administrator who has worked in a Professional Services environment and ideally Financial Services. Outstanding attention to detail is required and you will be Intermediate level on Microsoft Office.

Huntress Search Ltd acts as a Recruitment Agency in relation to all Permanent roles and as a Recruitment Business in relation to all Temporary roles.



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