Finance / Transfer Administrator – Birmingham

Recruiter
Circle Recruitment
Location
Birmingham
Posted
12 Feb 2018
Closes
16 Feb 2018
Sector
Accountancy
Contract Type
Permanent
Hours
Full Time
Finance / Transfer Administrator - Birmingham

Key Skills: Customer service, Wealth Management, Finance, Excel, Outlook, Communication, SLA's, Transfers, Data, Research, FCA, Compliance, Risk, Regulation

An exciting position for a graduate within the wealth management / finance arena has emerged with a Financial Services Technology provider to manage large, and sometimes complex, transfers of client assets in a timely and accurate manner. This is a customer facing role where you will need to use intelligence and empathy to ensure that you are delivering an excellent service which is in line with regulatory standards.

Responsibilities

* Ensuring communication with agents whilst managing the settlement of assets
* Maintaining open communication with clients to provide updates
* Working with counterparties and ensuring that discussions are documented
* Risk control
* Ensuring that work carried out is in adherence to regulatory standards and FCA rules.

Requirements

* A good academic degree- e.g. Finance, economics, sciences, mathematics
* Experience in an officer based, customer-facing role
* Good knowledge of Microsoft Office suite, including Excel and Outlook
* Thrives under pressure and working to deadlines
* Highly organised
* Enjoy working in a team environment

This is an excellent opportunity for somebody looking to join a firm where you will have a variety of future career opportunities dependent on your areas of interest, including management, business analysis, project management, and more!

For more information about this position please contact Jennifer Jackson at Circle Recruitment

Key Skills: Customer service, Wealth Management, Finance, Excel, Outlook, Communication, SLA's, Transfers, Data, Research, FCA, Compliance, Risk, Regulation

Circle Recruitment is acting as an Employment Agency in relation to this vacancy. Earn yourself a referral bonus if you refer somebody else who fills the role! We also offer an iPad if you refer a new client to us and we recruit for them. Follow us on Facebook - Circle Recruitment , Twitter - @Circle_Rec and LinkedIn - Circle Recruitment

Similar jobs

Similar jobs