Account Opening Administrator

Job Ref: 

Based within impressive city centre offices, my client is a highly reputable and well respected Wealth Management firm, with a strong presence in the Liverpool market.

Due to continued success, this leading firm now have an exciting opportunity available for an Account Opening Administrator to join their busy team on a temporary basis.

This is the ideal role for a candidate with proven financial services experience, with knowledge of account opening being advantageous.

The Account Opening Administrator will be responsible for:

  • Respond to queries from front office teams/client services in a timely manner
  • Client on boarding/AML. Ensure new accounts are quality checked
  • Ensure all new accounts are set up correctly
  • Respond to queries from front office teams/client services in a timely manner
  • Identify weakness in internal controls and recommend improvements
  • Strict adherence to internal compliance procedures and T&C requirements
  • Reporting of any suspicious transactions to MLRO

Essential Requirements are:

  • Professional approach to all activities
  • Excellent written, verbal and interpersonal skills
  • IT literate and a competent user of MS Office, particularly Excel and Word
  • Ability to work within a team
  • Positive attitude
  • Initiative and willingness to learn
  • High attention to detail
  • Able to prioritise and work to challenging timescales
  • Previous experience in the financial services industry especially in Operations is preferable but not mandatory.

This is an exciting opportunity for an individual to join a highly successful Liverpool city centre based firm. Alongside the above duties, you must be able to accurately process high volumes of work to strict deadlines set by both the company and the FCA. If you think you meet the above criteria for the Account Opening Administrator then please apply now using the link below.


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