Account Opening Officer (wealth management)
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| Job Type | Permanent |
| Area | All of London, UKCity, UK |
| Sector | BankingComplianceFinancial ServicesOperationsOtherCustomer Services |
| Salary | Up to £38,000 plus bonus and benefits |
| Currency | GBP |
| Start Date | |
| Job Ref | VAC-14829 |
| Job Views | 118 |
- Description
- Hybrid Working Available!
Up to £38,000 plus excellent bonus and benefits
Due to growth and expansion a fantastic opportunity has arisen to join a leading Investment Management firm based in the City of London. 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.
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%.
Requirements of the successful Account Opening Administrator:
- High levels of accuracy and numerical skills.
- Strong working knowledge of MS Office, Word and Excel.
- Knowledge of Account opening and amendment systems (e.g. Quasar and RID) is essential
This vacancy is being advertised by Montpellier Resourcing Associates Limited. The services advertised by Montpellier Resourcing Associates Limited are those of an Employment Agency.