Financial Services Administrator

Meraki

Meraki Talent are working with a leading Financial Services business in Liverpool to recruit an Administrator.

  • Investment Management
  • Administration
  • Liverpool
Meraki Talent are working with a leading Financial Services business in Liverpool to recruit an Administrator.

Working with a leading UK Investment Manager this role will see you working in a fast moving and exciting team looking after Clients Operational needs. Ideally this candidate will have previous Investment Operations experience and be used to working within a regulated environment. This role will be a quick start and a great opportunity for the right candidate.
  
Key Responsibilities
  • To carry out processes and procedures within the business area ensuring these meet with CASS regulations highlighting any issues or concerns to line management as appropriate.
  • Administration of client accounts in the service accurately on a timely basis.
  • Conducting various Operational processes such as Account opening and closures, review of account documentation and regulatory oversight such as AML.
Key Requirements
  • Strong working knowledge of MS Office.
  • Understanding of Investments and Regulated environments.
Get in touch on andy.mcmorris@merakitalent.com to find out more.