Job title: Account Opening Administrator (Financial Services)
Company: Montpellier Resourcing
Job description: https://www.montpellier.uk.com/job-search/2067/job 2023-11-10 17:07:44 2023-12-07 Montpellier Resourcing Job Ref VAC-14863
Job Views 8
Description Account Opening Administrator (Financial Services)
Hybrid Working Available!
Up to £35,000 pro rata plus benefits
FTC until June 2024
Due to growth and expansion a fantastic opportunity has arise to join a leading Investment Management firm based in the City of London on a Fixed Term Contract. Our client is seeking an Investment Administrator to join their team to oversee the core functions of account opening and account amendments. You will be the point of contact for Investment Managers working in different departments, providing administrative support and ensuring the completeness of the account opening process. You will also be managing the CASS related processes within the business.
Duties of the Account Opening Administrator to include:
- Reviewing all account-related documentation, assessing it’s completeness and monitoring the amendment process through to completion.
- Maintaining money laundering documentation.
- Maintaining account opening documentation and preparing packs for Investment Managers.
- Responsible for promptly banking client cheques and ensuring that all funds are applied on a timely basis.
- Staying on track with personal KPIs and keeping personal rejections below 10%.
- Oversee and manage all CASS processes, in support of the SMF18. You will be responsible for ensuring that all procedures are an accurate reflection of working practices, and that any CASS issues are resolved promptly.
Requirements of the successful Account Opening Administrator:
- Previous working experience and knowledge of CASS
- High levels of accuracy and numerical skills.
- Strong working knowledge of MS Office, Word and Excel.
- Knowledge of Account opening and amendment systems would be highly beneficial.
This vacancy is being advertised by Montpellier Resourcing Associates Limited. The services advertised by Montpellier Resourcing Associates Limited are those of an Employment Agency.
Expected salary: £35000 per year
Location: London
Job date: Sun, 12 Nov 2023 01:00:44 GMT
