Finance Administrator

Jo Holdsworth recruitment are currently working with a financial services company who specialise in Wealth Management. Operating for over 50 years, the company have become leads within their field and have won countless awards due to their outstanding service. Due to growth and progression within the team, they are currently recruiting for a Settlements Administrator to join them on a full time and permanent basis.

This is a perfect opportunity for someone with an administrative background within Financial Services, looking to start a career that can offer progression, development and the opportunity to work for an exceptional company.

Some of the main responsibilities include:

• To update internal records to reflect work in progress and inputting of data
• To liaise with branches, custodians etc as required to ensure distribution and corporate actions stocks and cash are processed smoothly, correctly and in a timely manner
• Helping in producing the month-end report analysis of activities as requested by the Departmental Manager
• To carry out regular and Ad Hoc reconciliations as required
• To produce and distribute regular Ad Hoc letters/reports/statements to clients in accordance with company and regulatory standards, produce specifications or client's requirements
• Assisting with the day-to-day administration of the Settlements Department
• Dealing with telephone queries, both internally and externally
• To carry out other duties as requested by the Departmental or Senior Management to support the department or firm
• Proving cover to other teams as necessary

Experience and attributes required:

• Educated to a minimum of A/Level qualifications, including Maths and English GCSE at C or above
• Experience of working in a regulated environment or financial services is essential
• Good knowledge of FCA requirements
• Knowledge of Microsoft Office applications

Perks and benefits:

• Salary up to £25,000 depending on experience
• Private medical insurance
• Reward & recognition schemes
• The option to study fully funded courses
• Modern office in Leeds city centre
• Hybrid working

Due to the amount of response we receive, unfortunately we are not able to give feedback to individuals, if you have not heard back within 5 days please assume that you have not been successful for the role you have applied for. By applying to this advertisement, you are hereby giving consent for Jo Holdsworth Recruitment to hold your details for a 30 day period and contact you via any method of contact you have listed on your application.

(Jo Holdsworth Recruitment - Recruitment Agency)