Job Description

Location
Salary
Posted on
Reference
Leicester
\xc2\xa325000
01/12/2023
NJR14298
DESCRIPTION

** BANKING ADMINISTRATOR **
** LEICESTER LOCATION **
** SALARY IS UP TO 25,000 **

Do you have great attention to detail with a desire to collaborate with the rest of the business? Are you self-driven, enthusiastic with good organisation skills? If so, this could be the perfect next career move for you!

NJR Recruitment are working in Partnership with a National Firm of Independent Financial Planners who are now actively looking to recruit an Experienced Administrator to join one of their newly found Banking Team in Leicester. This is a full time permanent role.
The successful applicant will be expected to regularly work from the office, with some flexibility on remote working.

Reporting to a Banking Team Leader, the successful candidate will be expected to manage individual client accounts, by following a checklist of actions to see that client journey to completion. You will take responsibility of the opening of bank accounts, processing the day-to-day transactions, providing support to banking associates, and liaising with stakeholders across the Group.

The successful candidate will:

" work well under pressure, maintaining accuracy and attention to detail
" have excellent literacy and numeracy skills
" high level of proficiency in MS Office applications and Outlook
" be self-driven, enthusiastic, and reliable with good organisational skills
" have team working skills, as well as the ability to work independently
" flexible approach to work and the ability to multi-task
" excellent customer service skills
" have good interpersonal and communication skills

You will ensure delegated caseload is completed in a timely and accurate manner, while maintaining the highest level of attention to detail when updating client records. This is a great opportunity for someone who is looking to take the first step in their career with a well-established company. Other responsibilities will include, but are not limited to:

" put the client at the heart of everything you do to deliver great client outcomes
" account opening, closures and servicing of bank accounts
" communicating with third party providers both written and verbal
" updating multiple internal systems, maintaining trackers and spreadsheets
" confirming changes to our existing client facing teams
" ensuring written correspondence is completed and sent in a timely and accurate manner
" proactively carry out any other duties as are within the scope, spirit and purpose of the job as requested by the team leader or a member of the leadership team
" comply with and promote all organisation policies, including those relating to Equality and Diversity and Health & Safety
" ensure all GPDR guidelines are followed

NJR 14298