Portfolio administrator Work, Jobs in Preston, Lan (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
Care Home Administrator
Orchard Healthcare Group —Preston
- From £14.71 an hour
- Full-time
- Human resources
- Contracts
- Communication skills
- Employee assistance programme
Quick apply
IT Application Support
BAE Systems —Preston
- £33,000 a year
- IT
3d
Care Home Administrator
Orchard Care Homes —Preston
- £14.71 an hour
- Part-time
- Human resources
- Contracts
- Communication skills
- Employee assistance programme
Customer Service Administrator – Reactive, Planned & Compliance
Eric Wright Group Limited —Preston
- Full-time
- Customer service
- Travel
- Organisational skills
- Annual leave
- Employee assistance programme
Quick apply
6d
Financial Services Administrator - prior IFA experience essential
Countrywide Financial Solutions —Lytham St. Annes
- Up to £28,000 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
Quick apply
12d
Business Support Administrator
Sterling Property Co —Bury
- Full-time
- Customer service
- Microsoft Office
- Administrative experience
- Free parking
- Health & wellbeing programme
Quick apply
Social Media Manager and Content Creator
The Spectacle Factory —Preston
- £25,000 a year
- Full-time
- Social media management
- Microsoft Office
- Administrative experience
- Employee discount
Quick apply
13d
SALES LEDGER , ACCOUNTS ADMINISTRATOR
PORTFOLIO 2008 LTD —Newton-le-Willows
- £30,000 - £34,000 a year
- Microsoft Excel
- Sales
- Customer service
- Free parking
Quick apply
School Administrator
Polaris Education —Burnley
- £21,257.48 a year
- Full-time
- Administrative experience
- Communication skills
- School
- Employee discount
Quick apply
Research & Development Administrator
Liverpool University Hospitals NHS Foundation Trust —Liverpool
- £32,073 - £39,043 a year
- Full-time
- Organisational skills
- Communication skills
4d
Precious Metals Administrator
ALS —Prescot
- Full-time
- Hybrid work
- Organisational skills
- Communication skills
- Free parking
Apprentice Haematology Support Secretary
Blackpool Teaching Hospitals NHS Foundation Trust —Blackpool
- £25,760 - £27,476 a year
- Full-time
- Microsoft Office
- IT
5d
IT Manager
Ummah Welfare Trust —Bolton
- £40,000 - £50,000 a year
- Full-time
- Computer Science
- Salesforce
- English
- Free parking
- Store discount
Quick apply
Key Accounts Administrator - Maternity Cover
Rubax Lifts Limited —Warrington
- From £27,000 a year
- Temporary
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
Quick apply
4d

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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
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

portfolio administrator jobs in preston, lan

Client Onboarding Administrator

Care Home Administrator

IT Application Support

Care Home Administrator

Customer Service Administrator – Reactive, Planned & Compliance

Financial Services Administrator - prior IFA experience essential

Business Support Administrator

Social Media Manager and Content Creator

SALES LEDGER , ACCOUNTS ADMINISTRATOR

School Administrator

Research & Development Administrator

Precious Metals Administrator

Apprentice Haematology Support Secretary

IT Manager

Key Accounts Administrator - Maternity Cover

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