Graduate / School Leaver Banking Opportunity

URGENT X3

Temporary Role

Hybrid Working Available

Working for a prestigious private banking firm based in the heart of the City, we have an exciting opportunity for a Graduate Administrator to join our client’s dynamic investment administration team. This is an excellent entry point for ambitious school leavers or graduates looking to build a career in investment banking and financial services.

As a Graduate / School Leaver Administrator, you will play a key role in supporting the day-to-day operations of the investment administration team, ensuring the smooth execution of financial transactions and the maintenance of accurate client records.

Duties of the Graduate / School Leaver Banking Administrator to include:

• Provide administrative support to the investment banking team, ensuring all documentation is compliant and up to date
• Data analytical work
• General investment administration
• Process all Fast Track closure requests for empty portfolios in a timely and precise manner.
• Handle closure requests related to project compact and remediation, ensuring accuracy and meeting deadlines.
• Process and complete account opening documentation for new and existing clients in line with bank policies and regulations.
• Work on a project dealing with closing accounts, ensuring all processes are followed efficiently and accurately.
• Maintain accurate records of account activities and ensure compliance with banking regulations.
• Provide excellent client service, assisting with any account-related inquiries.

Requirements for the successful Graduate / School Leaver Banking Administrator applicant:

• Recent graduate or school leaver with qualifications in Finance, Economics, Business, or a related field
• Strong attention to detail and accuracy in handling data
• Excellent organisational and time-management skills
• Proficiency in Microsoft Excel and other financial software (training provided)
• A proactive attitude and willingness to learn about the investment banking sector

This vacancy is being advertised by Montpellier Resourcing Limited. The services advertised by Montpellier Resourcing Limited are those of an Employment Agency.