Administrator (Financial Services)

Montpellier Resourcing; Greater London; Hybrid; GBP 60,000 - 80,000; Part time

Job summary

A private banking organization in Greater London is seeking a Financial Services Administrator. The role involves processing account closures and maintaining static customer data. Applicants should have experience in account administration, strong attention to detail, and excellent communication skills. This is a temporary hybrid position offering up to £35,000 pro rata per annum. A proactive attitude towards problem-solving in a fast-paced environment is essential.

Qualifications

• Experience in account administration within a banking or financial services environment.
• Strong attention to detail with high accuracy.
• Ability to manage multiple tasks under pressure.

Responsibilities

• Process Fast Track closure requests for empty portfolios.
• Handle closure requests related to project compact and remediation.
• Process account opening documentation in compliance with bank policies.
• Work on projects for closing accounts ensuring efficient processes.
• Maintain accurate records of account activities.
• Provide excellent client service for account-related inquiries.

Skills

Attention to detail

Communication skills

Proactive problem-solving

Multi-tasking

Job description

Up to £35,000 pro rata per annum

Temporary Role

Hybrid Working Available

An exciting opportunity has arisen to join a private bank known for providing bespoke financial services to UHNW individuals and businesses. As a financial services Administrator, you will be working with the Account Closing team, and will be responsible for the closure of accounts and the ongoing review and maintenance of customer static data and documentation.

Duties of the Accounting Closing Administrator to include:

• Process all Fast Track closure requests for empty portfolios in a timely and precise manner.
• Handle closure requests related to project compact and remediation, ensuring accuracy and meeting deadlines.
• Process and complete account opening documentation for new and existing clients in line with bank policies and regulations.
• Work on a project dealing with closing accounts, ensuring all processes are followed efficiently and accurately.
• Maintain accurate records of account activities and ensure compliance with banking regulations.
• Provide excellent client service, assisting with any account-related inquiries.

Requirements for the successful Accounting Closing Administrator applicant:

• Previous experience in account administration within a banking or financial services environment, preferably private banking.
• Strong attention to detail and ability to work with high levels of accuracy.
• Ability to manage multiple tasks and work under pressure to meet project deadlines.
• Excellent communication skills and a proactive attitude towards problem-solving.