Trainee Accounts Assistant – School / College Leaver

Pursuit Recruitment Ltd; Chelmsford; On-site; GBP 40,000 - 60,000; Full time

Job summary

A leading recruitment agency is seeking an Office Junior in Chelmsford to support a busy client accounts team in the Wealth Management sector. This role is ideal for candidates with recent A-levels looking to develop their career in finance. Key responsibilities include data entry, processing client payments, and adhering to regulatory standards while providing excellent client service. Competitive benefits are offered, including a pension contribution, gym memberships, and more.

Benefits

10% pension contribution

Income protection

Gym membership offers

Ability to purchase additional holidays

Qualifications

• Recently completed A-levels or equivalent qualification.
• Strong IT literacy skills.
• Attention to detail and quality-oriented.

Responsibilities

• Provide administrative support to the client accounts team.
• Ensure adherence to internal controls and regulatory requirements.
• Perform data entry on in-house systems.

Skills

Strong IT literacy skills

Quality-oriented with attention to detail

Confident communicator

Education

A-levels or equivalent

Tools

Microsoft Word

Microsoft Excel

Microsoft Outlook

Job description

Office Junior

Industry: Wealth Management / Finance

Location: Chelmsford

On site, Full Time; Permanent

Role overview

Working on behalf of one of the UK's leading Wealth Management firms, we are recruiting for an exciting opportunity for a bright candidate who is looking for a career in stocks / wealth management / investments. You will have recently completed your A-levels (or similar) / completed college and looking for a position where you will develop a career within finance.

Based in Chelmsford; this role provides full administrative support to a busy client accounts team, ensuring client satisfaction through direct contact with Investment Managers, and other front office & operational colleagues, while adhering to regulatory standards.

Our client offers an attractive, wide-ranging and flexible package of benefits including contributing 10% of an employee’s salary to their pension, income protection, gym membership offers, the ability to purchase additional holidays and much more.

Responsibilities

• To work closely with the Investment Managers & front office staff to deliver excellent client outcomes.
• Performing accurate data entry on in-house systems.
• Ensure strict adherences to internal controls, regulatory requirements and compliance/financial crime standards.
• Supporting the client accounts team in all administrative and clerical duties, including:
• Timely and accurate processing of ad-hoc client payments.
• Processing of regular client payments
• Production of collecting monthly client Direct Debits.
• Monitoring of the team’s general mailbox and ensuring all queries are dealt with in a timely and efficient manner.

Knowledge & Skills

• Recently completed A-levels or equivalent qualification (Ideally in Maths, Finance, Economics or Business Studies – although not essential)
• Strong IT literacy skills and working knowledge of Word, Excel, and Outlook.
• Quality-oriented with attention to detail.
• A hands-on working approach, able and willing to deliver within set deadlines.
• Self-motivated with an ability to work in a busy environment and multitask.
• Willingness to learn and develop on the job.
• Confident communicator at all levels and able to resolve issues in a competent and professional manner.
• A strong ethic of client service.

Please ensure your location is clearly marked on your CV when you submit your application to avoid delays in shortlisting your CV.

You will need full rights to work in the UK; our client does not offer Visa Sponsorship.

Please only apply if you are within a commutable distance to Chelmsford. This role will not suit those looking to relocate.