senior administrator - cheltenham

posted
12 February 2019
contact
randstad financial & professional, randstad financial services
job type
permanent
salary
Competitive
apply now

posted
location
cheltenham, south west
specialism
financial services
sub specialism
Private Wealth Management
job type
permanent
working hours
Full-Time
salary
Competitive
reference number
MJ68242
contact
randstad financial & professional, randstad financial services
phone
02077868091
apply now

job description

Would you like to join a leading wealth management company? Do you have previous experience as an administrator within the financial services?

I am looking for a seasoned Administrator who is process orientated and able to identify where processes can be improved. They have to show initiative and have a positive attitude.

Responsibilities:



* Assist with and oversee the day to day administration for the team, and provide support to senior colleagues dealing with various tasks to ensure the smooth running of the team.
* 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
* Processing quarterly fees
* Meeting and greeting clients

Qualifications



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

If you are interested or would like to know more about the role, please do not hesitate to contact Josie on 02077868091.

Randstad Financial & Professional encourage applications from individuals of all ages & backgrounds. Appointment will be made on merit alone but candidates must be able to demonstrate their ability to work in the UK. Randstad Financial & Professional acts as an employment agency for permanent recruitment & an employment business for temporary recruitment as defined by the Conduct of Employment Agencies & Employment Business Regulations 2003

skills

fund administrator