We are working with an exciting financial services business based in Northwich to recruit a Financial Services Administrator.
Client Details
This leading and growing asset management organisation provides financial advice to a wide variety of clients. Having won many awards recognised within the wealth management sector, the business prides itself and providing top class, regulated financial advice, as well as being a great place to work because of its company culture and benefits package.
The organisation has almost 1000 employees across a network of offices in the UK, with a strategic objective and focus on sustainability to help address social, economic and environmental challenges. They have an inclusive culture and make that every employee is valued, respected and included from top to bottom.
Description
As Financial Services Administrator you will be part of the intermediaries team providing administrative support internal and external stakeholders:
Payment processing activity and ongoing fee processing and monitoring relating to new and existing clients within agreed SLAs
Working closely with clients for various aspects of client withdrawal process and verifying source of funds for incoming payments
Processing and matching of payments in, initial fee processing and administration fees
Processing payments out and validating instructions to ensure all applicable documentation is received and meets the correct requirements
Accurate and timely proce...