Financial Services Administrator
in Administration PermanentJob Description
We are delighted to be working with a prestigious and reputable financial services company based in Ipswich, who are looking to bring a bright individual into their team. Providing excellent customer service, the successful candidate will assist with processing client paperwork and be at the forefront of the onboarding process.
Key Responsibilities:
- Sending out Account Opening paperwork to clients upon instruction
- Assisting clients with queries on completing Account Opening paperwork over the telephone as required
- Chasing required client correspondence
- Process client account opening paperwork through to setup
- Perform checks, review client documentation and ensure documentation submitted complies
- Provide data entry function
- Liaise with Compliance, Front Office and third party companies when necessary
- Quality checking and reviewing all requirements that are carried out
Skills & Experience:
- Previous office experience and the ability to work unsupervised on occasions
- Good IT Skills
- Ability to prioritise workloads
- Confident, clear and accurate with all communication
- Highly detailed with a meticulous approach to work
- Positive attitude to finding solutions, while using customer feedback to improve services
- Able to maintain a high volume of work, striving for continual improvements
Benefits:
- Competitive salary and a discretionary company bonus scheme
- 25 days holiday plus bank holidays
- Wellbeing hub
- Private medical insurance
- Generous pension scheme
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