administrative associate Work, Jobs in leeds, wyk (with Salaries)

Financial Services Administrator
The Private Office —Leeds
- Full-time
- Hybrid work
- Microsoft Office
- IT
- Financial services
Contract Support – Technology & Reporting
CBRE —Leeds
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
3d
Personal Assistant to Entrepreneur / Businesswoman
Talent Trust ltd —Skipton
- £38,000 - £40,000 a year
- Full-time
- Computer literacy
- Microsoft Office
- Administrative experience
Quick apply
2d
Employee Benefits Associate Consultant
The Bartlett Group (2020 Winner of Employer of the Year at the Yorkshire Financial Services Awards) —Leeds
- £24,562 - £35,789 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- English
- Health & wellbeing programme
- Annual leave
Quick apply
21h
Operational Transformation Project Lead - KTP (Fixed term 30 months)
Leeds Beckett University —Leeds
- £36,000 - £42,000 a year
- Project management
- University
- Communication skills
3d
Finance Contract Support
CBRE —Leeds
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
7d
Training Administrator
Shorterm Group —Wakefield
- £28,000 a year
- Store discount
- Annual leave
9d
Client Delivery Associate
The Private Office —Leeds
- Full-time
- Hybrid work
- Microsoft Office
- IT
- Financial services
Research Associate in Severe Mental Illness
University of York —University of York
- £37,694 - £46,049 a year
- Full-time
- Doctoral degree
- Project management
- Psychology
2d
Trainee Financial Adviser
The Private Office —Leeds
- Full-time
- Hybrid work
- Microsoft Powerpoint
- Microsoft Excel
- Microsoft Outlook
Community Dietitian
Leeds Community Healthcare NHS Trust —Leeds
- £32,073 - £39,043 a year
- Full-time
- Hybrid work
- Hospital
- Annual leave
8d
Team Manager (Neurodevelopmental Assessments)
Oakdale Group —Harrogate
- £39,474.75 - £47,694.15 a year
- Hybrid work
- Supervising experience
- Organisational skills
- Leadership
- Employee discount
- Sick pay
Quick apply
8d
Locum Consultant Clinical Geneticist
Leeds Teaching Hospitals NHS Trust —Leeds
- £113,565 - £150,569 a year
- Full-time
- Teaching
Hire Desk Manager
Chippindale Plant & Sales —Keighley
- £28,000 - £29,000 a year
- Sales
- Microsoft Office
- Analysis skills
Quick apply
Senior Administrator
Pen-Life Associates Ltd —York
- £26,000 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Free parking
- Health & wellbeing programme
Quick apply
Salaried GP - Tieve Tara Medical Centre + £1500 Welcome Payment
Spectrum Community Health CIC —Castleford
- £76,038 - £114,743 a year
- Full-time
- Care plans
- Employee assistance programme
- Referral programme

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Contract Support – Technology & Reporting
CBRE —Leeds
Work closely with site teams and head office, ensuring accurate processing of quotations and purchase orders. In-depth knowledge of Microsoft Office products.
3d
Data Protection Officer
Card Factory —Wakefield
That means you’ll spend around two days a week at our Wakefield support centre, with the flexibility to work from home the rest of the time.
From £55,000 a year

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administrative associate jobs near leeds, wyk

Financial Services Administrator

The Private Office -
Leeds

Apply Now

Job details

Full-time

Benefits

Cycle to work scheme
Private medical insurance

Qualifications

Microsoft Office
IT
Financial services
Communication skills

Full job description

The Private Office is looking for a professional, friendly and personable administrator to join our team in Leeds. As a Client Delivery Associate (CDA) you will provide full administrative support and business processing to deliver a professional, compliant and effective service for our clients and advisers.

Responsibilities

You will primarily work from Tasks in Curo that will be managed by your CDA Team Leader based on capacity and skill set. Tasks will be processed effectively and accurately, within agreed SLAs, and can include but is not limited to, the following responsibilities;

Providing full back office support for the Client.
Manage and track pipeline activity providing regular progress updates through the back office system
New Business processing including managing the activity on Curo and setting up/placing business on third party platforms/providers
Processing of other Advice such as amendments to existing investments or playing trades, withdrawals etc.
Supporting the New Client Onboarding process by completing any Curo updates or tasks as required.
Supporting the Client Review process by completing any pre or post meeting tasks or actions as required.
Contact and liaise with relevant product providers/third parties.
Maintain the CRM system (CURO) to ensure that KYC information for clients is entered fully and accurately
Process and issue client invoices including adviser charging arrangements and liaise with the Finance team to chase overdue payments
Ensure that all tasks on CURO are completed in line with company policy and procedures
Develop and maintain effective relationships with clients, colleagues and third parties.
Assess client file documents in accordance with compliance requirements, identifying and correcting remedial actions as required.

Benefits

Company discretionary bonus scheme;
Full time hours (35 per week) Monday to Friday 9.00am and 5.00pm – 1 hour for lunch;
24 holidays (increasing to 26), plus 2 additional days paid Christmas shut down period;
Private Healthcare;
Group Income Protection;
Life Assurance;
Eye Care Scheme;
Wellbeing programme;
Bike to Work Scheme;
Full support with professional qualifications;

after qualifying period

Knowledge, Skills and Experience

Strong operational experience within the Financial Services Industry is desired
Proficient IT skills in core Microsoft Office systems
Organisation and prioritisation skills.
Excellent verbal and written communication skills with an eye for detail
Professional telephone manner

Apply Now

Refine Your Search

administrative associate jobs in leeds, wyk

Financial Services Administrator

Contract Support – Technology & Reporting

Personal Assistant to Entrepreneur / Businesswoman

Employee Benefits Associate Consultant

Operational Transformation Project Lead - KTP (Fixed term 30 months)

Finance Contract Support

Training Administrator

Client Delivery Associate

Research Associate in Severe Mental Illness

Trainee Financial Adviser

Community Dietitian

Team Manager (Neurodevelopmental Assessments)

Locum Consultant Clinical Geneticist

Hire Desk Manager

Senior Administrator

Salaried GP - Tieve Tara Medical Centre + £1500 Welcome Payment

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