Account Set up Assistant
Job Responsibilities:
- Setting up and processing changes to introducer details, commission templates and L2 permissions.
- Setting up PoA agreements.
- Liaising with the sales teams, together with introducing brokers and foreign offices, in order to gather all relevant information and documentation to open new accounts.
- Running daily and weekly reports in order to ensure that all accounts are set up in accordance with in-house procedures.
- Answering queries and assisting with disputes.
- Collecting and processing incoming mail from prospective clients and scanning documentation.
- Carrying out a daily Mailmerge using Word to generate new account opening details for clients.
Person Specification Criteria:
Experience:
Essential:
- At least 6 months working experience within an administrative and customer service related role.
- Previously worked as part of a team.
Qualifications:
Essential:
- GCSE Math and English A – C
- A Level (or equivalent)
Desirable:
- Foreign language skills, in particular Greek, German, Swedish or Portuguese.
Skills:
Essential:
- Computer literate in Microsoft Word and Excel (Intermediate level)
Desirable:
- Able to cope well under pressure.
- Self-motivated and able to work at a consistently high standard.
- Has a 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) and can remain patient.
- 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.
Leave a Reply
You must be logged in to post a comment.