Digital Account Analyst Level 3 Apprenticeship - Multrees Investor Services

Digital Account Analyst Level 3 Apprenticeship - Multrees Investor Services

Are you looking to kick start your career with an exciting and growing company?

Multrees are looking for someone to join their team as a Digital Account Analyst. Multrees Investor Services (Multrees) supports transformational change through a range of outsourced investment services to wealth managers, private banks, family offices and advisory businesses.

What will I be doing?

• First point of contact for incoming queries via the online portal, email and telephone
• Raising and processing tickets as they come through via email and telephone, and working collaboratively with Transfer Agents to ensure all accounts Multrees have opened remain AML compliant
• Completing and submitting application forms and AML/KYC documentation to transfer agents on Multrees online system
• Ensuring all documents are signed by appropriate authorised signatories via Adobe sign
• Collaborating with operational teams internally to ensure any issues with account opening documentation and operational account queries are resolved promptly. This is done by escalating the tickets through to the team if further assistance is needed
• Investigate fund scoping and fund routing for clients and data governance teams
• Wide use of Microsoft Office packages such as Word, Excel and Teams to complete daily tasks
• Work independently and collaboratively with your team and others within the organisation
• Analyse and investigate key risk exposures

What do I need to be successful?

• Have a team player perspective
• Strong attention to detail
• Must be accurate and meet deadlines
• Ability to prioritise workload and work under pressure
• Ability to anticipate problems
• Ability to communicate confidently

Salary:

£20,500 per annum

Working hours:

35 hours per week, Monday to Friday

Benefits?

The role is eventually hybrid with minimum 2 days working in office.

Future prospects:

90% of QA apprentices secure permanent employment after completing: this is 20% higher than the national average.

How to apply

To apply for this role and to find out more, please click on the apply button. Please note that applications may close before the application deadline, so apply early to avoid disappointment.