About the Role We are seeking a detail-oriented Project Administrator to support a large-scale initiative within the financial services sector. This role will suit someone with strong Excel capability, excellent record-keeping skills, and experience handling high volumes of data. Previous exposure to banking systems, AML processes, and client onboarding will be highly regarded.
Key Responsibilities - Manage and maintain large datasets in Excel with accuracy and attention to detail.
- Keep thorough records of project activities, ensuring information is well-documented and easily accessible.
- Update client information and records within CRM systems.
- Provide administrative and coordination support to the wider project team.
- Assist in reporting and tracking project progress, including identifying and addressing data anomalies.
- Support onboarding and compliance processes for various entity types (companies, trusts, partnerships, estates, clubs).
- Liaise with internal stakeholders to ensure project activities are completed on time and to a high standard.
Skills and Experience - Proficiency in Microsoft Excel (advanced formulas, data validation, reconciliation, and reporting).
- Demonstrated ability to manage and maintain accurate records across large data volumes.
- Strong communication skills with the ability to work collaboratively and contribute ideas for improving efficiency.
- Experience working with banking systems or CRM platforms.
- Solid understanding of AML requirements, particularly in relation to entity onboarding.
- Previous frontline banking or financial services experience would be advantageous.
What’s on Offer - 6–9 month contract opportunity within a leading financial services environment.
- Chance to gain valuable experience supporting a high-profile project.
You must have full legal working rights to be considered for this role.
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