Administrator - Financial Services

Posted 22 March by Atlas Commercial Recruitment Easy Apply

We are recruiting for a fantastic financial services organisation based in Chatham that are seeking to recruit an individual with strong financial services experience ideally gained from settlements, assets or investments support to join one of their teams. The role will require you to provide support of all assets held, on behalf of all clients, ensuring company regulatory and trustee obligations are consistently met.

This role is a 13-month fixed term contract.

Duties will include:

  • Provide a high quality and efficient service in the handling of all clients' affairs
  • Ownership of the life cycle for all portfolio transfers by arranging settlement and registration of all acceptable asset classes, which includes: Unit Trusts, Equities, Bonds/Gilts, Life Policies, National Savings Certificates, Bank and Building Society Accounts, Bank Guarantees and Letters of Credit
  • Ensuring all requests received for the deposit of additional funds, fund re-arrangements including releases and substitutions are transferred, settled and registered in accordance with the instructions
  • Communicate effectively with external contacts, Stockbrokers, custodians, Investment Managers, Financial Institutions on operational matters concerning the transferring, settlement and registration of different asset classes
  • Maintain effective controls, ensuring accuracy and attention to detail whilst working to strict market deadlines and service standards
  • Responsible for escalating all outstanding items/queries to the Team Manager for reporting purposes
  • Build and maintain effective working relationships with all stakeholders ensuring a high level of satisfaction
  • Ensure compliance with obligations, financial crime and anti-money laundering legislation

Key skills and experience required:

  • Previous work in a similar role within a financial services organisation is essential
  • Exposure to assets, settlements, investments administration would be a distinct advantage
  • Strong customer service skills
  • Have excellent written and verbal communication skills - internal and external
  • High attention to detail, organised, efficient
  • Be driven, self-motivated, have a 'hands on' approach
  • Team player, flexible in approach to work and willing to support team/company

Apply now for this excellent opportunity

Reference: 34459065

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