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Direct message the job poster from Meraki Talent Ltd
Specialising in Financial Services talent in Scotland | SFEYP Firm Rep
Location: Edinburgh – Hybrid
Contract Duration: 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 that prioritises 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.
* 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 of 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
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Seniority Level
Associate
Employment Type
Contract
Job Function
Administrative
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