Wealth Management Administrator
- Leeds
- Posted 5th Mar 2012
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Posted by:
CLD Recruitment
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Salary:
£15-17k
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Job Type:
Permanent
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Address:
Aspect Court,
47 Park Square East
Leeds
LS1 2NL
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Contact:
0113 3944112
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Reference:
ZK4592
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Job Description
Wealth Management Administrator - £15-17k plus excellent benefits package - Leeds
Our client financial services organisation based in Leeds is looking for an Administrator to join their successful team
You will be responsible for:
- processing new accounts, ensuring AML and compliance
- providing details to clients on request such as copy documentation
- updating and amending clients account
- corresponding with clients via letter, email and phone
- processing client's transactions ensuring a high level of accuracy and attention to detail
- closing clients' accounts on request ensuring all documentation required is received etc
To be considered for this role you will have previous administration experience gained in Financial Services/Banking environment and have a confident, professional manner and a keen eye for accuracy and attention to detail
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