Private Capital Administrator - Data, Payments & Compliance

Source Recruitment Group; United Kingdom, United Kingdom; On-site; GBP 25,000 - 35,000; Full time

Job summary

Source Recruitment Group is seeking an Administrator for the Private Capital team in the United Kingdom. The role focuses on managing client data accurately, processing payments, and supporting the client management group, with a strong emphasis on independence and teamwork.

The ideal candidate will hold GCSEs in English and Maths and be studying towards or willing to study STEP. A good awareness of KYC, AML, CFT and GDPR is advantageous and will help in contributing to group projects.

Qualifications

• GCSEs in English and Maths completed.
• Studying towards STEP or willing to start.
• Excellent data handling and attention to detail.
• Awareness of KYC, AML, CFT and GDPR is advantageous.

Responsibilities

• Manage client data in a timely and accurate manner.
• Process payments accurately.
• Support client management team and file documents appropriately.
• Work independently and contribute to group projects.

Skills

Attention to detail

Data entry

Independent worker

Education

GCSEs in English & Maths

STEP qualification (in progress)

Job description

Source Recruitment Group is seeking an Administrator for the Private Capital team in the United Kingdom. The role focuses on managing client data accurately, processing payments, and supporting the client management group, with a strong emphasis on independence and teamwork.

The ideal candidate will hold GCSEs in English and Maths and be studying towards or willing to study STEP. A good awareness of KYC, AML, CFT and GDPR is advantageous and will help in contributing to group projects.