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Are you a proactive and detail-oriented administrator looking to grow your career in a supportive and professional environment? This is a fantastic opportunity to join a dynamic team in a well regarded Financial Services Company and contribute to the smooth running of key operations. This role is a 12 month fixed term contract.Key Responsibilities:
- Manage a variety of administrative tasks, including opening and maintaining client accounts, processing amendments, and facilitating account closures
- Ensure compliance with AML regulations and company policies
- Support portfolio transfers, obtain and review CGT information, and manage internal holding transfers
- Respond promptly to telephone calls, handle correspondence, and provide exceptional client service
- Assist with meeting preparation, reception cover, and ad hoc administrative duties
- Collaborate with the team to improve processes and contribute to regular support staff meetings
About you:
- Previous experience in an administrative role, ideally within within Financial Services although this is not essential
- A solid understanding of regulatory environments and financial products
- Excellent organisational skills, attention to detail, and a commitment to high-quality work
- GCSEs (Grades A-C) in English and Maths or equivalent
- A proactive mindset, a professional attitude, and a willingness to learn
What’s in It for You?
- Opportunities for professional qualifications and personal development
- Involvement in companywide committees, pilot projects, and process improvements
- A collaborative environment where your input is valued, and your growth is supported
If you want to start your next chapter with this dynamic team, please submit your CV today.
