Account Set Up Assistant

Account Set up Assistant

The main responsibilities of this role are:

• Setting up and processing changes to introducer details, commission templates and L2 permissions.

• Setting up PoA agreements.

• Liaising with the sales teams, together with introducing brokers and foreign offices, in order to gather all relevant information and documentation to open new accounts.

• Running daily and weekly reports in order to ensure that all accounts are set up in accordance with in-house procedures.

• Answering queries and assisting with disputes.

• Collecting and processing incoming mail from prospective clients and scanning documentation.

• Carrying out a daily Mailmerge using Word to generate new account opening details for clients.

  Essential experience and skills:

• At least 6 months working experience within an administrative and customer service related role.

• Educated to degree level

• Computer literate in Microsoft Word and Excel (Intermediate level)

  Desirable:

• Foreign language skills, in particular German, Russian, Greek, Swedish or Portuguese.

• Friendly individual who communicates effectively at all levels within the organisation – both in writing (email and correspondence) and orally (including face-to-face and telephone) and can remain patient

• Self-motivated and able to work at a consistently high standard.

• Has a logical and analytical approach and gives attention to detail.