Financial Services Administrator

Posted 9 April by Randstad Employment Bureau Easy Apply

A large Wealth Management organisation have an office based in Cardiff Central that are looking for a Financial Services Administrator to join their team as soon as possible/ immediately if possible.

Benefits:

  • Company offers stability and progression
  • Salary of up to 20k for the right experience
  • Private Health cover
  • Life Assurance
  • Company Share Scheme
  • Pension scheme and more

The role:

  • 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 client payments
  • 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

Essential Skills:

  • Previous administration experience is preferred - additional training will be provided. Ability to type preferred but not essential
  • Intermediate knowledge of MS Word/Excel/Outlook & MS Access preferred
  • 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

Desirable:

  • Financial Service background

If this role sounds ideal for you, please send your CV online immediately or for further information, please call Natalie at the Cardiff branch of Randstad

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.

Required skills

  • Admin
  • Administration
  • Financial Administrator
  • Finance Administrator

Reference: 34862808

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