£23K/yr to £26K/yr
England, United Kingdom
Permanent, Variable

Financial Operations Administrator

Posted by Si Recruitment.

Job Title: Financial Operations Administrator
Location: Harrogate - Office Based
Hours: Full Time
Salary: Up to £26,000

We are seeking an entry-level Operations Administrator to join a National business in their Harrogate office. The ideal candidate will be a confident communicator and have the ability to work independently or part of a team.

Responsibilities

  • Setting up new client accounts and issuing documentation
  • Assisting with fund transfers and ensuring the records are accurate
  • Reporting any fund anomalies to the relevant department
  • Producing fund reports for clients and 3rd parties
  • Following strict company policies and procedures including regular training
  • Assisting other departments as and when needed

Skills & Qualifications

  • Experience within Wealth Management, not essential but desired
  • Excellent administration and database management skills
  • Strong communication skills
  • High attention to detail
  • IT skills including Excel

Benefits:

  • Salary between £23,000 - £26,000, depending on experience
  • Full time, office based role
  • Free parking
  • 25 days holiday, plus bank holidays.
  • Private Medical Insurance & Life Insurance Scheme
  • Company Pension Scheme
  • Modern office with onsite parking

Ref: 22371