Idex Consulting has a new opportunity for a Financial Services Administrator for a 6 months FTC to join a highly wealth management team in Edinburgh.
Overall summary:
Team member of the client on-boarding & data maintenance team, part of the client operations functions and responsible for client on-boarding and client data maintenance.
Responsibilities:
1. Accurate and timely processing of new business for new and existing clients, validation of client instruction, new client/portfolio set ups, online access set up, ongoing fee shapes/structures, reporting pack settings, income preferences, bank account recording and all other applicable data items including associated client contact.
2. Processing of existing client static data changes.
3. Daily interaction with internal and Third Party systems adhering to applicable SLAs and work-flow management.
4. Adherence to all departmental procedures.
5. Document management - ensure documentation is scanned/saved and archived in accordance with department operating procedures.
6. Assist the Incident Management and Service Management Teams in the resolution of queries.
Successful candidate will have:
1. Previous Financial Services experience, specifically in a Wealth Management business, would be a key advantage, as would experience in working with investment products, wrappers and 'platforms.'
Salary: £25,000 - £30,000 + Bonus + Benefits
Working model: Hybrid
Contract duration: This role is a FTC for 6 months.
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