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Administrator

England Temporary £14 - £17 per hour View Job Description
We are seeking an experienced Administrator, ideally with a background in Financial Services, who is confident working within established processes and procedures. The successful candidate will be proactive, organised, and comfortable engaging with stakeholders at all levels across the business. The role will primarily focus on W8BEN form administration, alongside supporting the wider Client Services team with day-to-day servicing requirements.
  • 6 month Temporary role
  • Full time office based in Harrogate

About Our Client

This opportunity is with a well-established organisation in the Financial Services sector. Known for its professional environment and commitment to excellence, the company operates within a collaborative and supportive setting.

Job Description

W8BEN Administration

  • Pre-populating W8BEN forms using data from CRM and Nexus systems
  • Liaising with Investment Managers to confirm approval to issue forms (via DocuSign or post)
  • Maintaining and updating a tracking spreadsheet to monitor progress and returns
  • Collating completed forms and ensuring accurate record keeping
  • Engaging with external third parties regarding any forms received or sent
  • Ensuring all documentation is processed in line with internal procedures and regulatory requirements

Client Services SupportSupporting the wider Client Services team with daily servicing requests, including:

  • Processing cash payments
  • Sending out client valuations
  • Handling inbound external calls and directing them appropriately
  • Providing reception cover when required
  • Assisting with general administrative tasks to ensure smooth team operation



The Successful Applicant

  • Strong administrative experience
  • W8BEN experience desirable (strong advantage)
  • Experience within Financial Services (preferred)
  • Strong attention to detail and organisational skills
  • Ability to work independently and use initiative
  • Confident communicator, comfortable engaging with stakeholders at all levels
  • Ability to manage multiple tasks and prioritise effectively
  • Proficient in Microsoft packages Excel/Word etc.



What's on Offer

  • Competitive hourly rate between £14.00 and £17.00, depending on experience.
  • Temporary role with the opportunity to gain valuable experience in Financial Services.
  • Located in St. Helier, offering a professional and supportive work environment.
  • Chance to work within a well-respected organisation in the industry.



If you are an organised and detail-oriented individual ready to contribute as an Administrator in the Financial Services industry, we encourage you to apply today!

Contact
Andy Lockett
Quote job ref
JN-022026-6946691
Phone number
+44 161 829 0411

Job summary

Job function
Business Support
Subsector
Administrator
Sector
Business Services
Location
England
Contract type
Temporary
Consultant name
Andy Lockett
Consultant phone
+44 161 829 0411
Job reference
JN-022026-6946691