Source Recruitment

Dealing and Treasury Administrator

Financial Services

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Job type
Full-time
Contract type
Permanent
Location
Office
Start date
Immediately
Salary
Not specified

The Position

A fabulous opportunity to join a high quality strategic family office and wealth planning business with an international client base.

The Responsibilities

This role will have entry-level exposure to all areas of a fast-growing Investment Business, with full training and support provided; the ideal candidate will be a hands-on, dynamic, and extremely proactive team-player, who is looking to learn and develop within a financial services firm.

The purpose of the role is to provide day-to-day administrative support to the team in all matters, including account opening forms, counter party queries, CDD, risk-screening, payments and trading administration, amongst others.

The role reports to the Operations Director, however time will be spent equally amongst various members of the Team. Whilst not a client facing role, the ability to successfully foster internal and external relationships is fundamental.

Experience / Qualifications / Education

We are seeking a highly motivated and people-focused individual who is looking to start their career within Financial Services.

Benefits

Attractive.

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