Wealth and Banking Administrator

Posted 10 November by Cathedral Appointments Ltd

Wealth and Banking Administrator vacancy: an excellent opportunity to join one of the UK’s leading providers of investment management services. The role is open to experienced administrators to join a leading Wealth and Banking business in a varied role.

Dutiesinclude:

  • Cheque requisition/ BACS and CHAPS payments
  • Opening, transferring, amending, monitoring, and closing client accounts
  • Dealing with commission queries, probate, and estate distribution
  • Maintaining manager and team diaries
  • General office duties: answering telephone calls, answering enquiries, taking messages and passing on where appropriate
  • Collating and producing valuations, statements and cover letters
  • Creating and amending client presentation and meeting packs
  • Data maintenance in RID and ROD systems

Key Skills and Experience:

  • Administration experience, ideally in a similar financial service or blue-chip professional firm
  • Advanced use of Microsoft Word, and proficient with Excel and PowerPoint
  • Excellent standard of accuracy, attention to detail
  • Investment Operations Certificate, Level 4 Business Admin Certificate, and prior knowledge of a Client Relationship Management system are desirable
  • Ability to use own initiative, work closely with managers

This role would be suitable to candidates who have a flexible approach to working hours and who enjoy working in a small team.

Keywords: Administration, Administration Jobs, Administration job in Exeter, Banking, Banking job, jobs in Exeter, Permanent jobs

Required skills

  • Admin
  • Calls
  • Data
  • Microsoft Office
  • Queries

Reference: 31282013

Bank or payment details should not be provided when applying for a job. reed.co.uk is not responsible for any external website content. All applications should be made via the 'Apply now' button.

Report this job

Email me jobs like this

By clicking Submit, you accept our Terms & Conditions.