12 Month Fixed - Term Contract
Industry: Private Wealth Management
Location: Leeds/Hybrid
Position: Client Data Assurance Administrator
Salary: £30k + bonus & benefits
Ideal Candidate: Will have good GCSEs or A-Levels, bright, and keen to learn. They should have around one year of work experience, good admin skills, strong attention to detail, the ability to spot errors, friendly and hardworking.
Summary:
My Private Wealth Management client is seeking a Client Data Assurance Administrator to join their Leeds team on a 12-month fixed term contract.
The Client Data Assurance Administrator will work closely with the Client and Front Office Operations Team, Compliance, Paraplanning, Operations, and Accounts to facilitate seamless workflow and communication. The successful candidate will demonstrate strong administration and organisational skills as well as an eagerness to take on additional responsibilities and proactively support the team.
Responsibilities:
* Work with the team to deliver comprehensive client administration tasks.
* Ensure all activities comply with the Anti-Money Laundering Act and FSMA 2000.
* Execute scheduled ad hoc tasks as allocated, in accordance with the firm’s documented procedures including:
* Client record creation, maintenance, management and storage
* Client data input
* Account opening processing
* Change request processing
* Review and approval of payment requests
* Utilise XPlan to manage workflow and task tracking.
* Contribute to the development and implementation of best practice procedures.
* Provide cover for team members during absences.
* Support with ad hoc project work.
* Liaise with internal departments, including Compliance, Paraplanning, Operations and Accounts.
* Maintain up-to-date knowledge of firm procedures and adhere to internal policies.
Qualifications & Experience:
Education: A Levels (or equivalent)
Qualification: None required
Experience 1+ years’ experience administration experience
Skills
* Excellent communication skills, skills (verbal and written).
* Proficiency in MS Office (Outlook, Excel, Word, PowerPoint).
* Organised, detail orientated, integrity, reliability and discretion with strong work ethic.