Financial Administrator | Permanent | Bushey |£30, 000 - £33,000 depending on background|
We are seeking a skilled and committed Financial Administrator to join our client’s team who are a well-established, respectable company based in Bushey.
* The Benefits Package: 23 days holiday plus bank holidays, shut down out Christmas, 4 Growth days – Paid time off to do something to better yourself, 6 Care days – Paid time off to care for those closest to you, Flexible Working Pattern, Employee Assistance Programme
The Basics
* Financial Administrator Salary starts from £30,000
* Mon – Fri – 9am – 5pm with Core working hours 10- 4 – (7hrs a day work with 1hr lunch break)
* Flexi-time available
The Responsibilities - Client Administration, Reviews and General Administration.
* Create and maintain accurate client records on back-office systems, platforms and any other IT systems e.g. cashflow & risk profiler
* Prepare client documentation and correspondence pre and post meetings as per business processes
* Check accuracy and completeness of new business documentation
* Ensure that all business applications are processed accurately and efficiently, in a compliant manner, to the firm’s standards
* Ensure all supporting documentation is maintained as per company procedures
* Record and reconcile fees
* Ensure all work is followed up promptly in line with company standards
* Prepare client review documentation as per the Annual Review Process
* Support FPs in delivery of reviews, if needed
* Answer, screen and forward incoming calls
* Ensure back-office systems are kept up to date
* Open, scan, log and allocate incoming post
* Other duties as directed by management
* Comply with relevant compliance, T&C, data protection & financial crime procedures/requirements
The Skills & Requirements:
* Proven background in a financial administration
* Excellent knowledge of Microsoft Office; Outlook, Word, Excel, Teams
* Enthusiastic, self-motivated, reliable and collaborative
* Excellent communication skills (written and verbal)
* Highly organised, methodical and disciplined
* Show initiative and take personal responsibility for completing tasks
* Positive attitude & a team player
* An openness to flexibility within the role