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OnBoarding Administrator Leading Investment firm

Job LocationLondon
EducationNot Mentioned
Salary£26,000 - £30,000 per annum
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent, full-time

Job Description

Due to internal movement my client, a leading independent Investment Management firm, currently seek and experienced Administrator to join their On-Boarding team. The role will involve the initial recording and on-going maintenance of static data for Wealth Management clients - duties will include:

  • Ensuring that client data is compliant and complete prior to account inception
  • Ensuring that all data is correct and recorded accurately
  • Investigating and identifying client data anomalies
  • Liaising with stakeholders regarding account opening and data maintenance
  • Identifying and managing exposure to risk and handle accordingly
  • Identify potential fraudulent / suspicious activity and escalate concerns
  • Provide input as to improving processes and procedures
  • Applicants must be educated to Alevel standard with a minimum of years office administration experience ideally in the financial services or investment sectors. You will possess a keen eye for detail, be highly organised and able to use initiative to manage your workload and meet deadlines. You must possess excellent communication skills and be a strong team player.This is a great opportunity to join one of the UKs most respected Independent Investment Managers offering a friendly wporking environemnt and a generous remuneration package. Required skills
  • Administrative Support
  • Communication Skills
  • Financial Services
  • Accuracy
  • Highly organised
  • Keyskills :
    Administrative Suppt Communication Skills Financial Services Accuracy Highly ganised

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