assistant administrator in leeds

posted
11 January 2019
contact
aaron thomson, randstad business support
job type
permanent
apply now

posted
location
leeds, yorkshire and the humber
specialism
financial services
sub specialism
Private Wealth Management
job type
permanent
working hours
Full-Time
reference number
12345678
contact
aaron thomson, randstad business support
apply now

job description

My Client is one of the largest British investment management and financial planning firms with 39 offices throughout the UK. They are now looking to take on an Assistant Administrator to join the Leeds office.

Summary

Assist with the day to day administration for the team, and provide support to senior colleagues. Responsible for various tasks to ensure the smooth running of the team.

General administration to include:

· Communicating with Financial Advisers and clients

· Preparation and processing of all new client documentation and amendments

· Monitoring of transfers of assets/cash from other institutions

· ISA subscriptions and transfers

· Processing of payments clients

· Liaising with colleagues within Business Support regarding administration of client accounts.

· Ensuring client details and reviews are recorded correctly on systems

· General record keeping and electronic filing

· Adhering to Conduct Risk standards

· This list is not exclusive and there may be additional duties to perform

Qualifications

· Willing to work to obtain relevant qualifications relevant to the role.

Experience

· Previous administration experience is preferred - additional training will be provided.

· Intermediate knowledge of MS Word/Excel/Outlook preferred.

Attributes / Skills

· Accuracy, numeracy, attention to detail

· Clear and concise communication skills - oral and written

· Ability to meet deadlines/work within restricted timescales

· Flexible and reliable team member

· Collaborative and inclusive approach to work

· Demonstrates the BD Values

Randstad Business Support acts as an employment business when supplying temporary staff and as an employment agency when introducing candidates for permanent employment with a client. Randstad Business Support is an equal opportunities employer and decisions are made on merits alone.

skills

compliance

qualification

a levels

educational requirements

secondary school,university