Financial Administrator

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Job description

Financial Administrator Permanent Bushey £30, 000 - £33,000 depending on background

We are seeking a skilled and committed Financial Administrator to join our client s team who are a well-established, respectable company based in Bushey.

• The Benefits Package: 23 days holiday plus bank holidays, shut down out Christmas, 4 Growth days Paid time off to do something to better yourself, 6 Care days Paid time off to care for those closest to you, Flexible Working Pattern, Employee Assistance Programme

The Basics

• Financial Administrator Salary starts from £30,000
• Mon Fri 9am 5pm with Core working hours 10- 4 (7hrs a day work with 1hr lunch break)
• Flexi-time available

The Responsibilities - Client Administration, Reviews and General Administration.

• Create and maintain accurate client records on back-office systems, platforms and any other IT systems e.g. cashflow & risk profiler
• Prepare client documentation and correspondence pre and post meetings as per business processes
• Check accuracy and completeness of new business documentation
• Ensure that all business applications are processed accurately and efficiently, in a compliant manner, to the firm s standards
• Ensure all supporting documentation is maintained as per company procedures
• Record and reconcile fees
• Ensure all work is followed up promptly in line with company standards
• Prepare client review documentation as per the Annual Review Process
• Support FPs in delivery of reviews, if needed
• Answer, screen and forward incoming calls
• Ensure back-office systems are kept up to date
• Open, scan, log and allocate incoming post
• Other duties as directed by management
• Comply with relevant compliance, T&C, data protection & financial crime procedures/requirements

The Skills & Requirements:

• Proven background in a financial administration

• Excellent knowledge of Microsoft Office; Outlook, Word, Excel, Teams

• Enthusiastic, self-motivated, reliable and collaborative
• Excellent communication skills (written and verbal)
• Highly organised, methodical and disciplined
• Show initiative and take personal responsibility for completing tasks
• Positive attitude & a team player
• An openness to flexibility within the role

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