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Wealth Management Administrator posted by CLD Recruitment

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Wealth Management Administrator

  • Leeds
  • Posted 5th Mar 2012
  • Posted by: CLD Recruitment
  • Salary: £15-17k
  • Job Type: Permanent
  • Address: Aspect Court,
    47 Park Square East
    Leeds
    LS1 2NL
  • Contact: 0113 3944112
  • Reference: ZK4592
  • This job has been viewed 0 times since it was posted.

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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:

  1. processing new accounts, ensuring AML and compliance
  2. providing details to clients on request such as copy documentation
  3. updating and amending clients account
  4. corresponding with clients via letter, email and phone
  5. processing client's transactions ensuring a high level of accuracy and attention to detail
  6. 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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