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Financial Services Administrator – Daventry

Our client, a multi sited financial services business, are recruiting for a Client Services Assistant to join their professional team, due to company expansion.

The main purpose of Client Assistant role is to deliver exceptional service to clients. Duties will include:

  • Processing client pledges
  • Updating new client records
  • Loan note calculations
  • Calculation of interest
  • Communicating with clients, investee companies and third party administrators
  • Processing transactions such as dividends and loan interest payments

This is a varied position for a candidate who is organised in their work, keen to learn, holds strong communication skills and is able to work to deadlines and multi-task. Candidates will hold previous financial services experience, or alternatively have worked within banking, an accounting practice or legal practice environment. Strong Excel skills are essential.

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Job Reference: 12064
Salary: £23,000 + 28 days holiday with on site parking
Location: Northamptonshire
Type: Permanent
CALL: 01604 876330
Consultant: Callum Boardman
Last Updated: 12/03/2019