New Business Admin Assistant
Esanda Consulting Ltd
London, UK
2d ago

New Business Admin Assistant

A major online Financial Spread Betting company requires a New Business Admin Assistant to complete the account opening process for financial retail clients.

The role will involve the following key responsibilities :

  • Processing electronic and paper account applications in a timely manner, on a daily basis. This includes liaising with the Compliance department to ensure all procedures are completed in accordance with regulatory KYC requirements.
  • Using various identity and address verification software to authenticate new client details and record progress thereof.
  • Coordinating with the New Business dealers to ensure the successful and efficient activation of pending client accounts.
  • Updating client records within Sales Force (CRM), an existing knowledge of which, while not essential, would certainly be desirable.
  • The suitable Candidate will have the following Experience and Qualifications :

    Essential criteria :

  • Educated to A Level standard.
  • Previous work experience as part of a team.
  • Computer literate in Microsoft Word and Excel (Intermediate level).
  • Logical and analytical approach and gives attention to detail.
  • Very well organised with good time management skills.
  • Friendly individual who communicates effectively at all levels within the organisation - both in writing (email and correspondence) and orally (including face-to-face and telephone).
  • Works well as a member of a team / will integrate easily with rest of the organisation.
  • Can raise any issues in a responsive and pro-active manner.
  • Able to cope well under pressure.
  • Self-motivated and able to work at a consistently high standard.
  • Desirable criteria :

  • Previous working experience within an administrative and / or dealer support related role.
  • Good interpersonal skills
  • This vacancy is no longer active

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