Financial Services Coordinator
4 weeks ago
Financial Services Coordinator
We are seeking a highly skilled and detail-oriented Financial Services Coordinator to join our team at Curiska. As a Financial Services Coordinator, you will be responsible for the opening of client accounts, dealing with a variety of client queries, and updating static data on internal systems. You will also be responsible for collating due diligence documentation, keeping records of payments, journals and stock transfers, and providing clients with online access.
Key Responsibilities:
- Opening of client accounts
- Dealing with client queries
- Updating static data on internal systems
- Collating due diligence documentation
- Keeping records of payments, journals and stock transfers
- Providing clients with online access
Requirements:
- 2 Years' experience in Financial Services, preferably in Wealth Management
- Good technology skills and awareness
- Solid working experience of key Microsoft Office applications
- Knowledge of AML & Due Diligence
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