OVERALL SUMMARY
At Close Brothers we look to recruit individuals from all different backgrounds and encourage you to apply even if you don’t tick every box. We celebrate diversity, promote inclusivity and are open to discuss flexible work options to help you balance your work and home life.
Join Close Brothers Asset Finance Team where you will lend aid on administrative tasks that are required for our business and customers. Based out of our East Kilbride office, our ideal team member will have previous administration/ back office experience, with strong IT skills including the use of Excel/ MS Office and is able to provide excellent customer service.
RESPONSIBILITIES
* Investigate and update data that has been input into the system that may be incorrect or have missing info.
* Check and Distribute Annual Statements to all customers with regulated agreements within the prescribed timeframe, also carry out amendments to generated statements when inconsistences are identified whilst carrying out sense checks.
* Assist CB Treasury in Crown Place with the collation of all CBAF Finance Agreements for Audit.
* Manually generate Customer Statements requested by various Branches across the business and review for accuracy, ensure amendments are made prior to issuing to the customer.
* Review details of Assets loaded within our system and make any necessary amendments where required.
WE WOULD LOVE TO HEAR FROM YOU IF:
* You possess strong IT skills, including the use of Excel/ MS Office & previous management of a CRM system.
* You have experience of supporting regular audit processes.
* You have strong attention to detail and are analytically minded.
* You have excellent customer service skills.
IT IS NOT ESSENTIAL BUT IT WOULD BE GREAT IF YOU:
* Had experience working within the Financial Services sector previously.
* Had experience working with confidential data.
We are an inclusive organisation and committed to ensuring our recruitment process is as accessible as possible to everyone. We will make adjustments for people who have a disability or long-term condition. If you need the job description or application form in an alternative format or would like to discuss the recruitment process with us, please email us at or request a call back.
ABOUT US
Close Brothers is a leading UK merchant banking group providing lending, deposit taking, wealth management services and securities trading. At Close Brothers we provide financial support and advice to small businesses and individuals in the UK. Our purpose is to help the people and businesses of Britain thrive over the long term.