Account Closures Administrator

Search Consultancy
11 Mar 2018
14 Mar 2018
Contract Type
Full Time
Account Closures Administrator
Liverpool City Centre
6 month FTC

We are currently recruiting for an Account Closures Administrator to join a well established financial firm based in Liverpool City Centre. This is a 6 month FTC role, working Monday to Friday, 9.00am – 5.00pm. We are looking for someone with excellent attention to detail, strong administration skills, and knowledge of FCA regulations and procedures. You will benefit from a competitive salary and benefits package.

Duties include:

• Administration of all account closure requests
• Gathering and ensuring all necessary supporting documentation is provided
• Cross checking all KYC information
• Checking that relevant authority is included for all closure and transfer requests
• Handling payment or account transfers
• Liaising with our 3rd parties to ensure prompt close of accounts and offshore funds
• Ensuring database is up to date at all times
• Ensure that all ISA transfer paperwork is completed
• Payment of closed account balances
• Responding to queries.
• .
Skills and experience:

• Finance Administrator
• Accounts Administrator
• Transfers Administrator
• ISA Administrator

To Apply:

Please click apply to send your CV to Search for immediate consideration.

Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age

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