Finance Graduate Associate - Middlesbrough - ref. c79705119
Your new company
This very successful financial services provider prides themselves on their loyal, ever-growing client base.
Due to continued business growth, they now have an opportunity for a Finance Graduate Associate to join support the investments team Director.
Your new role
Full study support is provided as part of the role.
Dealing with and responding to inbound queries from clients and third parties.
Arranging client meetings and confirmations.
Preparing all Company standard documents for client meetings, including opening of new client files.
Accurately maintain client records in accordance with internal compliance requirements, updating personal details and policy information on various back-office software systems.
Conducting research support for finance products and funds.
Audit of client files.
Assisting with general compliance duties to include updating policies when changes are introduced by Financial Conduct Authority.
Maintaining financial records and data entry using SAGE Accounts.
Financial administration.
Supporting the Directors with ad-hoc duties.
What you'll need to succeed
Excellent Excel reporting skills.
Highly numerical.
Organised with a good eye for detail.You must be able to drive and have access to your own vehicle.
What you'll get in return
This is a fantastic long-term career development opportunity with full study support and the chance to progress within the business in the long term.
Attractive salary and benefits package.
What you need to do now
If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now.
If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career.
#4653785 - Andrea Morgan