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Idex Consulting have a new opportunity for an Financial Services Administrator for a 6 months FTC 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.Responsibilities:
- Accurate and timely processing of new business for new and existing clients, 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
- Processing of existing client static data changes
- Daily interaction with internal and Third Party systems adhering to applicable SLAs and work-flow management
- Adherence to all departmental procedures
- 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
Successful candidate will have:
- 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.'
Salary: £25,000 - £30,000 + Bonus + BenefitsHybrid workingThis role is a FTC for 6 months.
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