Join a well-established financial services organisation in a detail-focused administrative role supporting the maintenance and ongoing management of client records and documentation. This position would suit someone with strong organisational skills, excellent attention to detail, and the ability to work accurately in a fast-paced office environment.
What you’ll do
- Process and verify client data amendments across multiple systems.
- Review client account documentation to ensure completeness and accuracy.
- Support account maintenance activities, including amendments and closures.
- Conduct database searches and verification checks on client-related records.
- Maintain electronic client files and document archives.
- Assist with scanning, filing and document management processes.
- Support data cleansing initiatives, projects and ad hoc administrative tasks.
- Ensure records remain accurate and up to date in line with internal procedures.
What you’ll need
- Strong attention to detail with a methodical approach to work.
- Good literacy, numeracy and keyboard skills.
- Proficiency in Microsoft Excel, Word and Outlook.
- Ability to manage workloads effectively and work with minimal supervision.
- Professional, reliable and adaptable team player.
- Previous administration, data processing, banking or office-based experience would be advantageous.
Why join?
- Entry-level financial services opportunity.
- Competetive salary & benefits.
More information about this role is available upon request – contact the team today for further details.
