Job Description

Financial Services Administrators - This is a fully remote role

Job description

BDO Regulatory Solutions are currently recruiting for a Financial Services Administrators to join our client, a bank.

We are offering an initial 11 months contract starting end of March with an excellent day rate of £130 a day employed via an Umbrella company.

About the role:

We are seeking a highly organised and detail focused Administrator to support the effective handling and maintenance of customer cases, account updates, and business critical correspondence. The ideal candidate will demonstrate accuracy, efficiency, and strong adherence to process while managing a variety of administrative tasks within strict timelines.

Key responsibilities include;

Case Management & Workflow Support:

Manually review cases to ensure they are assigned to the correct workflow step.

Add or remove blocks on customer accounts in line with internal instructions.

Add clear, concise customer notes to cases to maintain accurate records.

Upload relevant customer documents to cases, ensuring correct categorisation and version control.

Create system alerts where necessary to flag required actions, changes, or upcoming deadlines.

Customer Correspondence

Validate customer contact details with a high standard of accuracy prior to issuing any communication.

Prepare, send, and track standard letters and emails using approved templates.

Ensure all correspondence is issued within strict timelines and in line with trigger points defined by policy.

Maintain a complete and accurate audit trail documenting when and how communications were sent.

Account & Business Detail Maintenance

Process changes to a business name or registered address, ensuring full compliance with internal checks.

Add or remove individuals from business accounts as requested and verified.

Update signing instructions in line with authorised requests and relevant documentation.

Compliance & Process Adherence

Follow internal policies, procedures, and process guidance when completing all tasks.

Maintain accuracy and consistency across all administrative activities to support audit requirements and operational efficiency.

About you:

Strong attention to detail with the ability to identify inaccuracies and ensure data integrity.

Excellent organisational skills and the ability to manage multiple tasks simultaneously.

Confident communicator with clear written and verbal communication skills.

Ability to work within defined timelines while maintaining a high standard of accuracy.

Comfortable working with internal systems, workflows, and document management tools.

Additional Information:

Location: Remote working

Duration: 11 months

Day Rate: £130, to Umbrella company.

Are you ready to join the team? Click on the link to apply