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Time Appointments are recruiting on behalf of a prestigious company based in Ipswich, who are currently seeking to appoint a Financial Services Administrator on a 6month FTC.
The successful application will provide efficient administrative support to help process with clients Account Opening Paperwork, review and quality check that all requirements are met, and ensure that new accounts are set up correctly.
Key Duties & Responsibilities:
- Processing new accounts and service changes received from the Investment Managers and Onboarding Team, ensuring these are created and set up correctly
- Processing client account opening paperwork through to setup
- Maintaining a broad understanding of anti-money laundering (AML)
- Performing AML and KYC checks, review client documentation and ensuring compliance within regulatory guidelines
- Liaising with other teams and third parties as necessary
- Checking accounts for errors and escalating where required
- Providing cover to the Onboarding Team when required
Previous Skills & Experience Required:
- Previous Office Experience, ideally gained within the Financial Services Industry
- An understanding of Anti Money Laundering Principles
- A diligent worker with a high level of attention to detail
