At a Glance
- Tasks: Support Client Services and Compliance teams with data entry and account application reviews.
- Company: Join a growing financial services firm with a focus on personal client relationships.
- Benefits: Hybrid work model, competitive salary, and opportunities for professional growth.
- Other info: Work from home up to 2 days a week and enjoy a supportive team environment.
- Why this job: Be part of a dynamic team making a real impact in wealth management.
- Qualifications: 2-3 years experience in administration with strong attention to detail.
The predicted salary is between 30000 - 40000 € per year.
An excellent opportunity for an enthusiastic and hardworking Client Services Administrator to join a growing financial services firm. The role will require the candidate to possess data inputting skills and AML and Due Diligence experience in order to provide support to our Client Services and Compliance teams in London and Johannesburg office.
Skills & Requirements:
- Basic understanding of required documents for trusts and entities
- Hard working
- Ability to work independently and as part of a team
- Consistent impeccable attention to detail
- Excellent time management skills
- Strong communication skills
- Capability to prioritize tasks in order to meet deadlines
- Proficiency in Microsoft Word, Excel and Teams
- Able to follow procedures, take instructions, create and develop own learning guide
- Strong communication skills both verbally and in writing
- 2-3 years experience required
- Work under pressure
The Role:
- Reviewing of new account application form
- Data entry client information into SalesLogix and Nexus systems
- Carrying out basic AML / DD checks
- Dealing with Clients, Relationship Managers and Account Managers
- Liaising with other team members, other internal teams and external parties to Client Services
- Monitoring feedback received on own work – so not to repeat any errors
- Assisting with helping other team members when required
- Filing and scanning
- Providing administrative assistance and cover for team
- Such other activities that are commensurate with the employee’s status as the employee’s line manager or the Board of the Company may reasonably require
Application process: Please complete the multiple-choice questionnaire and upload your CV. This advert will remain open until the vacancy has been filled, we encourage you to apply early to avoid disappointment. Shortlisted candidates may be invited to answer few questions via video recording before the final interview stage.
Please Note: The existing working arrangements allow employees to work from home up to 2 days per week, in principle the employee needs to be ready for a fulltime return to office, if required. Candidates must be based and eligible to work in the UK by the start of their employment.
Account Opening Administrator in London employer: CREDO
Credo & the Anchor Group is an exceptional employer, offering a dynamic work culture that values independence and adaptability. With opportunities for professional growth in the financial services sector, employees benefit from a supportive environment that encourages collaboration and innovation. The hybrid working model allows for flexibility, making it an attractive workplace for those seeking a balance between personal and professional commitments in the vibrant city of London.
StudySmarter Expert Advice🤫
We think this is how you could land Account Opening Administrator in London
✨Tip Number 1
Get your networking game on! Reach out to people in the financial services sector, especially those who work at Credo or similar firms. A friendly chat can open doors and give you insider info that could help you stand out.
✨Tip Number 2
Prepare for that video interview! Since shortlisted candidates might have to answer questions via video, practice your responses. Keep it professional but let your personality shine through – they want to see the real you!
✨Tip Number 3
Show off your skills! When you get the chance, highlight your data inputting skills and any experience with AML and Due Diligence. Make sure to mention specific examples of how you've used these skills in past roles.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen. Plus, we love seeing candidates who take the initiative to follow the process as outlined.
We think you need these skills to ace Account Opening Administrator in London
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Account Opening Administrator role. Highlight your data inputting skills and any relevant AML and Due Diligence experience. We want to see how your background fits with what we're looking for!
Show Off Your Attention to Detail:In this role, attention to detail is key! Use your application to demonstrate how you've successfully managed tasks that require precision. A little example goes a long way in showing us you can handle the pressure.
Be Clear and Concise:When filling out the application, keep your answers clear and to the point. We appreciate strong communication skills, so make sure your writing reflects that. Avoid fluff and get straight to the good stuff!
Apply Early!:Don’t wait until the last minute to apply! Our advert will remain open until the position is filled, but we encourage you to apply early to avoid disappointment. Head over to our website and get your application in!
How to prepare for a job interview at CREDO
✨Know Your Stuff
Make sure you understand the basics of account opening processes, AML, and due diligence. Brush up on the required documents for trusts and entities, as this will show your enthusiasm and preparedness for the role.
✨Show Off Your Skills
Highlight your data inputting skills and proficiency in Microsoft Word, Excel, and Teams during the interview. Be ready to discuss specific examples of how you've used these tools effectively in past roles.
✨Demonstrate Team Spirit
Since the role involves liaising with various teams, be prepared to talk about your experience working both independently and as part of a team. Share examples of how you've collaborated with others to achieve common goals.
✨Attention to Detail is Key
Emphasise your impeccable attention to detail. You might want to mention any strategies you use to avoid errors in your work, especially when it comes to data entry and compliance checks.
