Account Closures Administrator

Job Ref: 
EHX1901-29
Location: 
Liverpool City Centre
Salary: 
£Competetive
Type: 
Temporary

Based within impressive city centre offices, my client is a highly reputable and well respected Wealth Management firm, with a strong presence in the Liverpool market.

Due to continued success, this leading firm now have an exciting opportunity available for an Account Closures Administrator to join their busy team on a 6 month contract.

 

This is the ideal role for a candidate with proven financial services experience, ideally with an understanding of account opening and closure processes.

 

The Account Closures Administrator will be responsible for:

 

  • Review, action and save all closure requests via the Account Closures database, ensuring necessary supporting documentation is provided

  • Agreeing the transfer of stocks with other firms and ensuring their prompt settlement

  • Liaising regularly with our 3rd party custodians to ensure prompt settlement of Overseas holdings.

  • Remove stock from accounts when settlement has occurred.

  • Ensure that all ISA transfer paperwork is completed in line with HMRC regulations.

  • Payment of closed account balances according to Client Money Regulations.

     

Essential Requirements are:

 

  • To have at least 1 year of industry experience is preferable, although full training will be provided.

  • To be adaptable and flexible, and able to accept responsibility for given tasks

  • To have excellent organisational and time management skills

  • Effective problem solver, generating practical solutions to often complex issues.

  • Self-motivated and able to work independently as well as part of a team.

  • Ability to effectively prioritise workloads.

     

     

    This is an exciting opportunity for an individual to join a highly successful Liverpool city centre based firm. Alongside the above duties, you must be able to accurately process high volumes of work to strict deadlines set by both the company and the FCA. Whilst this is a temporary position, it is a perfect opportunity to gain further experience from the industry and holds the potential to lead to a long-term role. If you think you meet the above criteria for the Account Closures Administrator then please apply now using the link below.

     

    The above vacancy is only one of many that we are handling.  Marshall Moore specialises in recruiting for all types of administration vacancies within financial services, including:

     

  • ISA Administrator

  • Settlements Administrator

  • UK and Foreign Payments Administrator

  • Transfers Administrator

  • Reconciliations Administrator

  • Dividends Administrator

  • Corporate Actions Administrator

  • Pensions Administrator

  • Unit Trust Transfers

 

Marshall Moore is a leading specialist accountancy and finance recruitment consultancy. If you would like a confidential discussion about your requirements, please don’t hesitate to call Marshall Moore at our Liverpool office. Alternatively submit your CV for immediate consideration and you will be contacted by one of our specialist consultants.

 

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