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
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