Admin Work, Jobs in Lancaster, Lan (with Salaries)

Client Onboarding Administrator
RGH‑Global Limited —Blackpool
- £25,000 - £27,500 a year
- Full-time
- Hybrid work
- Microsoft Word
- Continuous improvement
- Quality control
Shipping Office Administration Assistant
Dunbia —Preston
- Full-time
- Microsoft Word
- English
- Data entry
- Paid training
6d
Marketing Administrator
Aquarium of the Lakes —Newby Bridge
- Part-time
- Social media management
- Organisational skills
- Communication skills
- Employee discount
Junior Office Assistant
Temple Heelis D R Limited —Kendal
- £19,747 - £23,132 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
Quick apply
11d
Network Management Administrator
Lancashire and South Cumbria NHS Foundation Trust —Preston
- £25,760 - £27,476 a year
- Full-time
- Microsoft Office
- Administrative experience
- Travel
1d
Receptionist/Administrator
Jaaam Radiology Services Ltd Trading as Elixier Diagnostics —Preston
- From £12.71 an hour
- Part-time
- BLS Certification
- English
- Microsoft Office
- Flexible schedule
Quick apply
13d
Electoral Services Administration Officer
Wyre Council —Poulton le Fylde
- £26,824 - £28,598 a year
- Weekend availability
- Administrative experience
- Free parking
- Annual leave
7d
Administration Officer (Property Care)
Community Gateway Association —Preston
- £25,948.89 a year
- Full-time
- Microsoft Word
- Microsoft Outlook
- Administrative experience
- Sick pay
4d
Electronic Monitoring - Senior Administrative Officer (Cumbria)
HM Prison & Probation Service —Barrow-In-Furness
- £20,001 - £40,000 a year
- Part-time
- Hybrid work
- Microsoft Powerpoint
- Microsoft Outlook
- English
- Annual leave
- Employee discount
12d
Administrative Assistant
GXO Logistics —Barrow-In-Furness
- £32,000 a year
- Full-time
- Continuous improvement
- Warehouse experience
- Employee assistance programme
- Employee discount
11d
Administrator (Business Assurance)
Community Gateway Association —Preston
- £13.45 an hour
- Full-time
- Microsoft Word
- Microsoft Outlook
- SharePoint
- Sick pay
7d
Care Home Administrator
Orchard Healthcare Group —Preston
- From £14.71 an hour
- Full-time
- Human resources
- Contracts
- Communication skills
- Employee assistance programme
Quick apply
Administrator
Quilter —Blackpool
- Full-time
- Hybrid work
- Microsoft Word
- Data entry
- Organisational skills
Project Administrator/Coordinator
Space Office Furniture Assembly —Farington
- £15,210 a year
- Part-time
- Hybrid work
- CRM software
- Microsoft Outlook
- English
- Free parking
Quick apply
7d
Office Administrator
Perspective Financial Group —Preston
- Monday to Friday
- Microsoft Outlook
- Administrative experience
- Typing
- Referral programme
Administrative/Data Entry Assistant (PART TIME: 9AM - 2PM, MON-FRI)
Universal Product Solutions Ltd —Preston
- £12.71 an hour
- Part-time
- Microsoft Excel
- English
- Administrative experience
- Sick pay
Quick apply
7d
Wealth Management Administrator
RGH‑Global Limited —Blackpool
- £24,000 - £31,000 a year
- Microsoft Word
- Customer service
- Organisational skills
11h
PPQ Clinical Administrator - Greater Preston Admin Hub
Lancashire and South Cumbria NHS Foundation Trust —Preston
- £25,760 - £27,476 a year
- Full-time
- Customer service
- Word processing
- Computer literacy
11h
Sales Administrator (Internal Sales)
Rubix —Preston
- Full-time
- Manufacturing
Sales Administrator
Blueprint Subsea —Ulverston
- £33,000 a year
- Full-time
- CRM software
- Computer literacy
- Microsoft Office
Quick apply

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Client Onboarding Administrator

RGH‑Global Limited
Blackpool

Apply Now

Job details

Permanent | Full-time
£25,000 - £27,500 a year

Qualifications

Microsoft Word
Data quality analysis
Stakeholder liaison
Filing
Internal department liaison
Microsoft Office Suite
Continuous improvement
Quality control
Data entry
Financial services
Communication skills
Client onboarding compliance checks

Full job description

Client Onboarding Administrator

Location: Blackpool (hybrid working available)

Salary: £25,000 – £27,500 per annum

Job Purpose

To deliver high-quality client onboarding services by reviewing and setting up new client accounts within a regulated wealth management environment, ensuring all activity is conducted in line with procedural and regulatory requirements.

Key Responsibilities

Review and oversee the setup of new client accounts from initiation through to completion
Handle queries from internal investment and advisory teams relating to the onboarding process, via telephone and email
Liaise with relevant internal teams including front office and client due diligence functions
Input and maintain client data accurately within the portfolio management system, ensuring all required fields are completed correctly
Perform quality control checks on data input using a dual-verification (four-eye) process
Issue account opening confirmations to relevant internal and external parties via email
Run exception and error reports to identify and resolve gaps or inaccuracies in data
Support and manage ad hoc data and process improvement projects
Scan and file account documentation to the document management system
Actively contribute to the ongoing review and enhancement of procedures and processes
Undertake relevant training and professional development as required
Proactively develop knowledge of the financial services industry, regulatory landscape, and relevant technical skills

Skills & Experience

Strong attention to detail with a commitment to accuracy and quality output
Ability to manage workload independently and work effectively without close supervision
Clear and professional communication skills, both written and verbal
Proficient in Microsoft Word, Excel, and Outlook
Comfortable working with internal systems and databases; experience in a wealth management or financial services environment is advantageous
Familiarity with regulatory and compliance requirements relevant to client onboarding

Apply Now

Refine Your Search

admin jobs in lancaster, lan

Client Onboarding Administrator

Shipping Office Administration Assistant

Marketing Administrator

Junior Office Assistant

Network Management Administrator

Receptionist/Administrator

Electoral Services Administration Officer

Administration Officer (Property Care)

Electronic Monitoring - Senior Administrative Officer (Cumbria)

Administrative Assistant

Administrator (Business Assurance)

Care Home Administrator

Administrator

Project Administrator/Coordinator

Office Administrator

Administrative/Data Entry Assistant (PART TIME: 9AM - 2PM, MON-FRI)

Wealth Management Administrator

PPQ Clinical Administrator - Greater Preston Admin Hub

Sales Administrator (Internal Sales)

Sales Administrator

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