Portfolio Administrator - Dundee, United Kingdom - Search Consultancy

Search Consultancy
Search Consultancy
Verified Company
Dundee, United Kingdom

2 weeks ago

Tom O´Connor

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Tom O´Connor

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Description

Working in a prestigious office in the centre of Dundee, full time, Monday - Friday, supporting some of the best Financial Service professionals.


Salary dependant on experience, range:
£21k - £25k


If you are someone who is happy to work independently, has high attention to detail and ideally some previous experience to the financial services industry.


Day to day you'll:

  • Process new business, following strict processes and procedures setting up of new clients on the system, opening new requests and cases
  • Work closely with colleagues to ensure service level agreements are met and any delays are picked up and managed in advance
  • Updating internal systems with accurate information
  • Ensure FCA regulations are adhered to at all times (money laundering, best execution, client money rules, market conduct) and report any incompliances or risk uncovered
  • Data management, produce reports, collate information, analyse data as required
  • Manage and plan own workload, it's essential you come with good time management skills
  • Build and maintain good working relationships with colleagues and management
  • Previous experience working within financial services
  • Excellent attention to detail
  • Ability to work independently
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