Financial Administrator | Permanent | Bushey |£30, 000 - £33,000 depending on background|
We are seeking a skilled and committed Financial Administrator to join our client's team who are a well-established, respectable company based in Bushey.
- The Benefits Package: 23 days holiday plus bank holidays, shut down out Christmas, 4 Growth days - Paid time off to do something to better yourself, 6 Care days - Paid time off to care for those closest to you, Flexible Working Pattern, Employee Assistance Programme
The Basics
- Financial Administrator Salary starts from £30,000
- Mon - Fri - 9am - 5pm with Core working hours 10- 4 - (7hrs a day work with 1hr lunch break)
- Flexi-time available
The Responsibilities - Client Administration, Reviews and General Administration.
- Create and maintain accurate client records on back-office systems, platforms and any other IT systems e.g. cashflow & risk profiler
- Prepare client documentation and correspondence pre and post meetings as per business processes
- Check accuracy and completeness of new business documentation
- Ensure that all business applications are processed accurately and efficiently, in a compliant manner, to the firm's standards
- Ensure all supporting documentation is maintained as per company procedures
- Record and reconcile fees
- Ensure all work is followed up promptly in line with company standards
- Prepare client review documentation as per the Annual Review Process
- Support FPs in delivery of reviews, if needed
- Answer, screen and forward incoming calls
- Ensure back-office systems are kept up to date
- Open, scan, log and allocate incoming post
- Other duties as directed by management
- Comply with relevant compliance, T&C, data protection & financial crime procedures/requirements
The Skills & Requirements:
- Proven background in a financial administration
- Excellent knowledge of Microsoft Office; Outlook, Word, Excel, Teams
- Excellent communication skills (written and verbal)
- Highly organised, methodical and disciplined
- Show initiative and take personal responsibility for completing tasks
- Positive attitude & a team player
- Enthusiastic, self-motivated, reliable and collaborative
- An openness to flexibility within the role