Financial Services Administrator

Major Recruitment are currently seeking an experienced financial services administrator for our prestigious client based in Elland, Halifax

Job Purpose

To provide comprehensive administrative services to support the delivery of an efficient service to private clients

Principal Responsibilities of the financial services administrator

• To provide accurate and timely administrative support to the administration teams, ensuring compliance with internal and statutory requirements.
• To accurately input data onto the firms’ back office system – Intelligent Office
• To accurately process New business/fund switches/income requests on behalf of a client.
• Preparation of Client Review Packs.
• To maintain accurate and up-to-date computer records in order to report accurate figures as required and support business activity effectively.
• To operate as a member of Private Client Administrative team, including liaison with advisers and other staff as required, to ensure all administrative activities are completed accurately and on time.
• To ensure correct documentation is issued in line with all compliance requirements.
• Maintain good working relationships with clients, providers and colleagues.
• To ensure that documents are scanned / filed to the system within the agreed company guidelines.
• To notify the Private Client Manager of any workload issues.
• To adhere to the principles of TCF as determined by the Board.
• Notify the Senior Manager, responsible for compliance oversight, immediately of all complaints received.
• To adhere to the Company’s Data Protection Policy and other regulatory requirements.
• Promote the image of and the quality of and the service set by the Company.
• Other ad hoc duties reasonable and appropriate to post, as required to support the administrative functions within the business such as Mail Merges, Post Duties, Meeting Room Preparation and Greeting Clients

Experience

• Of working within Financial Services Industry including knowledge of products
• Of working with/knowledge of Intelliflo (Intelligent Office) and/or other industry specific back office systems
• Of Microsoft Office/Word/Excel

Skills and Knowledge

• Excellent organisation and time management skills and an ability to work to tight deadlines.
• Excellent verbal and written communication skills
• Strong interpersonal skills including the ability to build rapport and positive working relationships
• Good IT Skills (Microsoft Office)
• Literate and numerate
• Accurate when working with numbers
• Excellent team working skills
• Thorough with excellent attention to detail
• Capable of working with limited supervision and guidance

Monday to Friday 9am to 5pm

Excellent benefits package

INDAC