Project administrator Work, Jobs in Barrow In Furness, Cma (with Salaries)

Client Onboarding Administrator
RGH‑Global Limited —Blackpool
- £25,000 - £27,500 a year
- Full-time
- Hybrid work
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
Administrator / Receptionist
Change Grow Live —Lancaster
- £26,296.03 a year
- Microsoft Word
- Microsoft Excel
- Word processing
- Annual leave
- Employee discount
10d
Level 3 Business Administrator - Home & Finance General Ltd
Gen2Net —Ulverston
- Monday to Friday
- Communication skills
- School
7d
Operations Coordinator
TRADEBE —Heysham
- Organisational skills
- Communication skills
- Time management
- Employee discount
Business & Security Lead
Amentum —Sellafield
- Full-time
- Management
- Administrative experience
- Communication skills
- Employee assistance programme
- Flexible schedule
Apprentice - Business Administrator
Mitie —Seascale
- Full-time
- No experience needed
- Communication skills
1d
Temporary Work Coordinator
Amentum —Sellafield
- Full-time
- Bachelor's degree
- Leadership
- Employee assistance programme
6d

Discover related jobs

Based on your search for project administrator jobs.

Business Administration Assistant
JJC Hire LTD —Barrow-In-Furness
Dealing with customers over the telephone, via email and in person. Processing customer orders online and via telephone. Assisting other teams when necessary.
£13.00 - £14.20 an hour
Quick apply
Customer Service and Administration Assistant
Stollers Furniture World —Barrow-In-Furness
Friendly, professional and confident when dealing with customers. You'll be confident speaking with customers, remaining calm under pressure and communicating…
From £13 an hour
Quick apply
1d

I want to receive the latest job alerts for project administrator in barrow in furness, cma

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Client Onboarding Administrator

RGH‑Global Limited
Blackpool

Apply Now

Job details

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

Qualifications

Microsoft Word
Microsoft Excel
Microsoft Outlook
Financial services
Communication skills

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

project administrator jobs in barrow in furness, cma

Client Onboarding Administrator

Administrator / Receptionist

Level 3 Business Administrator - Home & Finance General Ltd

Operations Coordinator

Business & Security Lead

Apprentice - Business Administrator

Temporary Work Coordinator

Discover related jobs

I want to receive the latest job alerts for project administrator in barrow in furness, cma

Explore jobs in more locations

Jobseeker tools

Employer Tools

Browse

Stay Connected