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For Companies At a Glance
- Tasks: Join the Account Closing team to manage account closures and maintain customer data.
- Company: Work for a prestigious private bank serving ultra-high-net-worth clients.
- Benefits: Enjoy a competitive salary and hybrid working options for better work-life balance.
- Why this job: Be part of a dynamic team, gain valuable experience, and enhance your financial services skills.
- Qualifications: Previous banking or financial services experience is essential; attention to detail is a must.
- Other info: This is a temporary role with potential for growth in a reputable firm.
The predicted salary is between 36000 - 60000 £ per year.
Job Description
£ COMPETITIVE
Temporary Role
Hybrid Working Available
An exciting opportunity has arisen to join a private bank known for providing bespoke financial services to UHNW individuals and businesses. As a financial services Administrator, you will be working with the Account Closing team, and will be responsible for the closure of accounts and the ongoing review and maintenance of customer static data and documentation.
Duties of the Accounting Closing Administrator to include:
- 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 Accounting Closing Administrator applicant:
- Previous experience in account administration within a banking or financial services environment, preferably private banking.
- Strong attention to detail and ability to work with high levels of accuracy.
- Ability to manage multiple tasks and work under pressure to meet project deadlines.
- Excellent communication skills and a proactive attitude towards problem-solving.
This vacancy is being advertised by Montpellier Resourcing Limited. The services advertised by Montpellier Resourcing Limited are those of an Employment Agency.
Administrator (Financial Services) employer: Montpellier Resourcing
Contact Detail:
Montpellier Resourcing Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Administrator (Financial Services)
✨Tip Number 1
Familiarise yourself with the specific processes involved in account closures within financial services. Understanding the nuances of Fast Track closure requests and compliance regulations will give you an edge during interviews.
✨Tip Number 2
Network with professionals in the private banking sector. Attend industry events or join relevant online forums to connect with individuals who can provide insights into the role and potentially refer you to opportunities at StudySmarter.
✨Tip Number 3
Demonstrate your attention to detail by preparing examples of how you've successfully managed multiple tasks in previous roles. Be ready to discuss these experiences in a way that highlights your ability to work under pressure.
✨Tip Number 4
Research the company culture of the private bank you're applying to. Tailoring your approach to align with their values and demonstrating a proactive attitude towards client service can set you apart from other candidates.
We think you need these skills to ace Administrator (Financial Services)
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in account administration, particularly within banking or financial services. Emphasise your attention to detail and ability to manage multiple tasks under pressure.
Craft a Strong Cover Letter: Write a cover letter that specifically addresses the requirements mentioned in the job description. Mention your previous experience with account closures and your proactive problem-solving skills.
Highlight Relevant Skills: In your application, clearly outline your communication skills and any experience you have with client service. This role requires excellent client interaction, so showcasing these abilities is crucial.
Proofread Your Application: Before submitting, carefully proofread your application for any errors. A well-presented application reflects your attention to detail, which is essential for this role.
How to prepare for a job interview at Montpellier Resourcing
✨Showcase Your Attention to Detail
As an Administrator in Financial Services, attention to detail is crucial. Be prepared to discuss specific examples from your previous roles where your meticulousness made a difference, especially in processing account closures or maintaining accurate records.
✨Demonstrate Your Problem-Solving Skills
The role requires a proactive attitude towards problem-solving. Think of instances where you successfully resolved issues or improved processes in your past jobs. Sharing these experiences will highlight your capability to handle challenges effectively.
✨Familiarise Yourself with Banking Regulations
Understanding banking regulations is key for this position. Brush up on relevant compliance standards and be ready to discuss how you've adhered to these in your previous roles. This shows your commitment to maintaining high standards in financial services.
✨Prepare for Scenario-Based Questions
Expect scenario-based questions that assess your ability to manage multiple tasks under pressure. Prepare by thinking through how you would handle tight deadlines or conflicting priorities, and be ready to articulate your thought process during the interview.
