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West Midlands, , United Kingdom
Financial Services Administrator
Join Our Clients dynamic Team as an Administrator!
Are you an organised individual with a passion for helping others? Do you thrive in a vibrant, dynamic environment?
If so, we want YOU to become a crucial part of our client's team! We're looking for a proactive Administrator with at least 1 years' experience in a professional office environment who is ready to make a difference.
Location: Jewellery Quarter, Birmingham
Contract Type: Permanent
Working Pattern: Monday to Friday 8.30am - 5.00pm or 9.00am - 5.30am (1 hour lunch)
Salary: 26K - 30K (Depending on Experience)
Start Date: ASAP
Office / Hybrid: Office based for first 3 months, Hybrid work model from 3 months onwards 3 days in office / 2 days working from home.
Based in sleek offices in the heart of Jewellery Quarter, Birmingham, our client are a growing investment company with a great team spirit! For this role experience in banking, investments or financial services is preferred!
Incredible company benefits:
25 days annual leave
Pension contribution (up to 7.5% of your annual salary)
Death in service benefit - up to three times annual salary
Private Healthcare
Income Protection
Eye test vouchers
Employee assistance programme
Length of service benefits
Cycle to work
Workplace nursery benefit
What you'll be doing:
As an Administrator, you'll be at the heart of our operations, ensuring everything runs smoothly. Your responsibilities will include:
The ability to work in a fast-paced office environment, delivering high quality work against tight timescales.
Updating and competent use of the various internal databases and systems
Processing and authorising deal instructions to buy, sell and transfer units/shares received by email, post or telephone.
Placing and confirming portfolio investment trades and liaising with other departments where appropriate.
Identifying potential issues though analysis of client/agent instructions and liaising with other departments where appropriate.
Management of electronic dealing systems.
Updating the register with updates to client or adviser records, including scheduling monthly investment activity (Regular Investment/Withdrawal runs, Adviser Charges).
Understanding regulatory requirements affecting the role specifically and financial services in general.
Allocation of work through scanning and categorisation of mail items into Workflow systems
Flexibility in the role to cover other general office duties as required.
Is this you?
Logical and numerate individual who take's great pride in the accuracy and quality of their work and be prepared to learn.
Experience in financial services and investing would be desired.
Proven experience in an administrative role-your skills and knowledge are key!
Excellent organisational and multitasking abilities to keep pace with our dynamic environment
Strong communication skills, both written and verbal-you'll be the voice of our team!
Proficiency in Microsoft Office Suite and other office software (experience with CRM systems is a plus!)
A proactive attitude, with a willingness to learn and adapt to new challenges
Ready to Jump In?
If you're excited about the opportunity to make a difference in a supportive and lively atmosphere, we want to hear from you! Please send your resume and a brief cover letter explaining why you'd be a perfect fit for our team to (url removed)
Office Angels acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. Office Angels UK is an Equal Opportunities Employer.
By applying for this role your details will be submitted to Office Angels. Our Candidate Privacy Information Statement explaining how we will use your information is available on our website
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Financial Services Administrator
facing a personal or financial crisis
In Queer Street is British slang for in financial difficulties.
Broke (financial). I'm skint mate. Bleedin' hearts.
Lifer is slang for a prisoner condemned to life imprisonment.Lifer is slang for a member of the armed services who has volunteered for long service.
A religious service where fallen comrades are remembered and mourned.
service station
Broke (Financially Ruined)
Lip service is slang for fellatio.
financial security
Service air
Financial is Australian slang for well−off, solvent.
Broke (Financially Ruined)
Clearance or service letter; fake service letter
Trouble, especially financial trouble. Bankruptcy
Service is slang for sexual intercourse.
Financial Services Administrator
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