Financial Services Administrator
If you think you are the right match for the following opportunity, apply after reading the complete description.
Edinburgh – Hybrid
6-month FTC
Meraki Talent is working with a leading wealth management firm to assist them with the appointment of a Financial service Administrator. This is a full-time opportunity for a period of 6-months and offers a hybrid working model. With an excellent salary, this role is perfect for an experienced Financial Service Administrator to work with a forward facing organisation who prioritise inclusivity and sustainability.
As a Financial Services Administrator, you will play a key role in client onboarding and data management. You will be part of establishing and maintaining client relationships by ensuring the seamless processing of account setups, data updates, and system management. You will collaborate with internal teams and external partners to maintain accuracy, efficiency, and compliance in all client-related processes.
Key Responsibilities:
* Process and validate new client account setups and modifications with precision and efficiency.
* Manage client instructions, including portfolio creation
* Maintain and update existing client data, handling address changes, bank details, fee adjustments, and system access modifications.
* Ensure all data input is error-free to support smooth client onboarding and ongoing service delivery.
* Handle document management, ensuring proper scanning, saving, and archiving in accordance with company protocols.
* Assist in resolving queries related to client operations, working alongside the Incident and Service Management Teams.
Essential experience to be considered:
* Background in financial services, preferably in wealth management,
* Experience and or knowledge investment products, or platform services is crucial
* Previous experience in a client facing role
* Demonstrate an understanding of relevant financial regulations and risk management practices.
* Ensure all activities comply with industry regulations and internal policies.
* Strong attention to detail and accuracy in data processing.
Apply Now
Lauren wants: Financial Services, Wealth Management, Asset Management, Investment Products, Platform Knowledge, Client Facing Experience
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