Financial Administrator
Location: Northwich, Cheshire
Contract Type: 6 Month FTC
A leading wealth and investments provider is on the lookout for a proactive and detail driven Financial Administrator to join their Closures team on a fixed term contract.
This is an excellent opportunity for an individual at the early stages of their financial and administrative career, or seeking a fresh challenge, to gain valuable experience in a dynamic and supportive environment.
What you'll be doing:
* Ensure accurate and timely execution of account and portfolio closure processes for clients.
* Act as the primary point of contact and take ownership of all closure-related activities.
* Collaborate closely with internal teams to facilitate smooth and efficient completion of closures.
* Participate in issue resolution and contribute to effective problem-solving.
* Escalate concerns and potential risks promptly to management for review and action.
* Consistently uphold the organisation's core values and business principles in all interactions.
What we're looking for:
1. Prior experience in financial services field, ideally within wealth management, with exposure to diverse investment products and platforms. (This is desirable but not essential!)
2. Strong proficiency in Microsoft Excel and the full Microsoft Office suite,...