Due to rapid growth, a fantastic opportunity has arisen to join a leading Wealth Management firm based in the City of London on a 6 month FTC. Our client is seeking a Client Onboarding Administrator to join their team to oversee the core functions of account opening and account amendments.

Duties of the A-level leaver/graduate Administrator to include:

• Assist in reviewing account-related documentation to ensure completeness and compliance.
• Support the tracking of account amendments and follow up with relevant teams to ensure timely completion.
• Help maintain and organize account-opening documentation in accordance with internal procedures.
• Support in sending screening results to the front office accurately and promptly.
• Input client information into core banking systems under supervision, ensuring accuracy and adherence to data management protocols.

Requirements of the successful A-level leaver/graduate Administrator:

• Strong attention to detail, accuracy, and a willingness to learn.
• Good communication skills with the ability to work collaboratively within a team.
• Basic IT skills, including a working knowledge of MS Office (Word, Excel).
• Enthusiasm for learning about financial services and wealth management.
• No prior experience required, though an interest in financial services is a plus.

This vacancy is being advertised by Montpellier Resourcing Associates Limited. The services advertised by Montpellier Resourcing Associates Limited are those of an Employment Agency.