Administrator - united kingdom, coventry, west midlands
junior administrator - financial services
duties are as follows:
-dealing with telephone / email enquiries.
- update and maintain the firm’s records / registers, as required
- manage, organise and update relevant data using database applications.
- onboarding new clients to company software
- conduct anti-money laundering checks in line with regulatory requirements
- maintaining accurate client records and ensure these conform to compliance procedures at all times
- to prepare and submit client applications
- to discuss cases with the advisors and provide regular updates on the progress of applications
- producing client review packs
- provide a point of contact for clients and deal with any queries effectively
- to provide ongoing support to advisors
both part-time and full-time vacancies are available.
full training will be provided.
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