Graduate Opportunity – Break into Banking x 3

Montpellier Resourcing; London; Hybrid; GBP 22,000 - 30,000; Full time

Job summary

A prestigious private banking firm in London is seeking a Graduate Administrator for a 6-month temporary role. This position offers a hybrid working arrangement and full training for recent graduates looking to grow their career in investment management. Responsibilities include processing account closures, maintaining records, and providing client support. Prior financial services experience is highly desirable but not mandatory.

Qualifications

• Recent graduate or school leaver in a related field.
• Hard-working and proactive attitude.
• Previous experience in financial services highly desirable.
• Strong attention to detail.
• Ability to work under pressure.
• Excellent communication skills.

Responsibilities

• Process Fast Track closure requests for portfolios.
• Handle closure requests and ensure accuracy.
• Complete account opening documentation.
• Work on projects related to account closing.
• Maintain accurate records of account activities.
• Assist with account-related inquiries.

Skills

Attention to detail

Communication skills

Proactive attitude

Ability to manage multiple tasks

Proficiency in Microsoft Excel

Education

Qualifications in Finance, Economics, Business

Tools

Financial software

Job description

URGENT X3

6 month Temporary Role

Hybrid Working Available!

Are you a hardworking and passionate Graduate who is looking to develop their career within Investment Management and Private Banking? Do you have previous financial services experience (e.g. internship or a work placement)? Then this is the perfect role for you!

This is a highly exciting opportunity for 3 Graduates to join a highly prestigious private banking firm based in the heart of the City of London. we have an exciting opportunity for a Graduate Administrator to join our client’s dynamic investment administration team. 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. This is an excellent entry point for ambitious school leavers or graduates looking to build a career in investment banking and financial services AND full training will be provided

Duties of the Graduate 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:

• Recent graduate or school leaver with qualifications in Finance, Economics, Business, or a related field
• Candidates must have a hard-working and proactive attitude, and be happy to go above and beyond in their role.
• Previous experience within financial services (e.g. internship) highly desirable
• 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.
• Proficiency in Microsoft Excel and other financial software (training provided)

This vacancy is being advertised by Montpellier Resourcing Limited. The services advertised by Montpellier Resourcing Limited are those of an Employment Agency.