Document Advisor Job at Barclays (Birmingham)

New

Trade Desk Officer

We are looking for a highly organized and detail-oriented Trade Desk Officer to ...

Location

United States , Spokane

Salary:

55000.00 - 65000.00 USD / Year

Robert Half

Expiration Date

Until further notice

Requirements

1–3 years of experience in financial services, wealth management, brokerage operations, or similar roles
Strong understanding of investment accounts (IRAs, taxable accounts, trusts, etc.)
High attention to detail and accuracy, especially with trades and documentation
Ability to manage multiple tasks under tight deadlines
Excellent written and verbal communication skills
Proficiency with Microsoft Office and ability to learn custodial and CRM systems

Job Responsibility

Prepare, process, and track new client investment account applications and onboarding paperwork
Ensure all required forms are complete, compliant, and submitted accurately
Coordinate with clients and advisors to obtain necessary documentation and signatures
Execute trades in client accounts based on advisor instructions and portfolio objectives
Maintain accuracy and compliance in all trade activity following firm-approved guidelines
Monitor trade confirmations, settlements, and allocations for accuracy
Act as the primary liaison with custodial service teams to resolve account issues and process service requests
Research and troubleshoot operational or account discrepancies proactively
Provide direct support to advisors for account maintenance, paperwork, and service inquiries
Assist clients with routine account service items such as beneficiary updates, address changes, or account access issues

What we offer

Healthcare Benefits: Medical
Retirement Plan: Simple IRA plan w 2% match
PTO: 2 weeks

Compliance Lead (Product)

Lead Compliance for Our Product and Shape Its Future. You’ll take the lead in dr...

Location

Australia , Melbourne

Salary:

Not provided

Easygo Gaming

Expiration Date

Until further notice

Requirements

3+ years’ regulatory compliance experience in iGaming, fintech, or other regulated tech sectors
Strong understanding of regulation, product design and technology systems
Skilled at translating complex regulations into practical business and technical solutions
Experience working with product/tech teams in fast-paced, agile environments
Excellent analytical, communication and documentation skills
Proven ability to liaise with regulators, advisors and cross-functional teams.(preferred)

Job Responsibility

Analyse gaming legislation, regulations and guidelines across international markets
Translate regulatory obligations into actionable requirements for Product teams
Ensure systems, processes and features comply with jurisdictional requirements
Liaise with legal advisors, compliance consultants and regulators as needed
Stay up-to-date on regulatory trends affecting iGaming products and technology
Review and approve compliance for product releases in new markets
Maintain compliance frameworks, standards and documentation
Drive continuous improvement in product compliance practices
Serve as the technical compliance expert in cross-functional discussions

What we offer

In-house baristas serving free coffee, fresh juices and smoothies
Daily catered breakfast and regular company-wide events
Snack walls and drink fridges on every floor
Fun /modern office spaces with pool tables, table tennis, gaming consoles, and an F1 simulator
Access to our Employee Assistance Program for you and your loved ones
9,000+ courses on our Learning & Development platform
One paid volunteer day per year
Weekly Wednesday massages by professional masseuses
Team budgets for lunches and activities to celebrate achievements
Social sports teams and participation in Corporate Games

Personal Financial Manager

This is a unique opportunity to provide high-level financial management and stra...

Location

Salary:

Not provided

Sterlington

Expiration Date

Until further notice

Requirements

Qualified accountant (CPA, CA, ACCA, or equivalent professional certification)
5-8 years of accounting experience, preferably including family office, private wealth, or high-net-worth client service
Strong understanding of trust structures, estate planning entities, and multi-entity accounting
Excellent attention to detail and commitment to accuracy in financial record-keeping
High degree of discretion and ability to handle confidential information with integrity
Exceptional organizational skills and ability to manage multiple priorities independently
Excellent written and verbal communication skills
Proficiency with accounting software and financial management platforms

Job Responsibility

Oversee personal financial operations across multiple entities, including trusts and estate planning structures
Maintain accurate financial records and produce regular reporting on assets, liabilities, and cash flow
Coordinate inter-entity transfers and ensure proper documentation and compliance
Monitor and reconcile bank accounts across various entities and jurisdictions
Manage bill payment processes and vendor relationships
Track and organize investment holdings and related documentation
Coordinate with external advisors including wealth managers, attorneys, and tax professionals
Maintain organized financial filing systems and ensure document retention protocols
Provide proactive financial insights and recommendations to support decision-making
Identify opportunities for process improvement and operational efficiency

Client Services Associate

Our financial management organization is seeking a proactive, customer-focused C...

Location

United States , Del Mar

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Previous experience in client services, financial services, or a related administrative role preferred
Strong interpersonal and communication skills, with a client-first mindset
Exceptional attention to detail and organizational abilities
Proficiency in Microsoft Office Suite
experience with CRM or financial software a plus
Ability to maintain confidentiality and professionalism at all times
Bachelor’s degree in business, finance, or related field preferred, but not required

Job Responsibility

Serve as a primary point of contact for clients, responding promptly to inquiries via phone, email, and in person
Support financial advisors with client onboarding, documentation, and account maintenance
Coordinate the collection and processing of client documents, ensuring accuracy and confidentiality
Prepare and review account forms, transfer requests, and related paperwork
Assist in the preparation of client meetings, reports, and presentation materials
Maintain up-to-date client records and support data entry into CRM and portfolio management systems
Help resolve client service issues and escalate as necessary
Collaborate with internal teams to support compliance, operations, and administrative tasks

What we offer

medical, vision, dental, and life and disability insurance
company 401(k) plan

Fulltime

Administrative Assistant

This position will play a key role in keeping our client’s office running smooth...

Location

United States , Wayzata

Salary:

50000.00 - 60000.00 USD / Year ▼

Robert Half

Expiration Date

Until further notice

Requirements

Minimum of 2 years of administrative experience in financial services or a similar environment
Proficiency in Microsoft Office Suite, including Outlook, Word, and Excel
Familiarity with client management tools such as Redtail, Wealthbox, or Salesforce
Basic understanding of financial terminology and investment account types, including IRAs and brokerage accounts preferred
Ability to handle sensitive information with discretion and maintain confidentiality
Exceptional attention to detail and organizational skills, with a strong ability to prioritize tasks
Excellent communication and interpersonal skills, ensuring a detail-oriented demeanor in client interactions

Job Responsibility

Prepare and process client documentation, including account forms, transfers, and compliance-related paperwork
Schedule and confirm client appointments, ensuring accuracy and timeliness
Organize and maintain confidential client records, adhering to compliance standards and regulatory requirements
Assist in creating reports, presentations, and meeting materials for advisors
Coordinate mail handling, document scanning, and deliveries to maintain efficient workflow
Verify that all client-related documentation is complete, accurate, and meets firm standards
Manage electronic filing systems and support audits or recordkeeping tasks as needed
Collaborate with advisors and team members to facilitate administrative tasks and special projects
Address scheduling conflicts and ensure smooth coordination of meetings
Respond to client inquiries and provide detail-oriented communication to enhance client satisfaction

What we offer

Safe Harbor 401(K) Plan
Full Benefits Package (health, dental, and vision)
2 Weeks PTO + Paid Holidays

Fulltime

New

Customer Advisor

We believe anyone can improve their home to make life better. Every day, we give...

Location

United Kingdom , Douglas

Salary:

14.85 GBP / Hour

B&Q

Expiration Date

Until further notice

Requirements

Valid documentation of entitlement to work on the Isle of Man, as issued by the Government of the Isle of Man

Job Responsibility

Provide ideas, advice, tools and confidence to customers to create a home they’ll love
Be a friendly face of the business
Provide advice and assistance to customers

What we offer

20% discount on purchases at B&Q after 3 months
Share schemes
Life assurance
Employee assistance programme
Pension
6.6 weeks' leave
Additional leave and cash rewards for long service
Flexible working
Shopping discounts
Gym discounts

New

Customer Advisor

Join us as a Customer Advisor and you’ll be a big part of giving our millions of...

Location

Guernsey , St Peter Port

Salary:

14.85 GBP / Hour

B&Q

Expiration Date

Until further notice

Requirements

Valid documentation of entitlement to work on Guernsey, as issued by the Government of Guernsey

Job Responsibility

Provide ideas, advice, tools, and confidence to customers to create a home they’ll love

What we offer

20% discount on purchases at B&Q after 3 months
Share schemes
Life assurance
Employee assistance programme
Pension
6.6 weeks' leave
Additional leave and cash rewards for long service
Flexible working
Shopping discounts
Gym discounts

Fulltime

As-a-Service Solution Architect Intern

Hewlett Packard Enterprise offers an internship for university students to gain ...

Location

Chile , Santiago

Salary:

Not provided

Hewlett Packard Enterprise

Expiration Date

Until further notice

Requirements

Actively enrolled in a Bachelor’s degree program in Computer Engineering, Infrastructure and Technology Platforms Engineering, Administration or Business Administration with strong technology orientation
Demonstrated background in Information Technology fundamentals (cloud, AI, servers, storage, and networks)
Fluent English (oral and written)
Strong commercial mindset
Results-oriented approach
Ability to collaborate and build relationships
Effective communication skills
Creative thinking and problem-solving
Excellent time management, prioritization, and self-organization
Curiosity, creativity, and desire for continuous learning

Job Responsibility

Learn and support solution development based on HPE’s Hybrid Cloud, AI, and As-a-Service portfolio
Gain hands-on exposure to technologies such as virtualization, cloud computing, infrastructure, and data protection
Assist in creating packaged services, Statements of Work (SoW), and other deliverables
Support presales and sales teams in identifying opportunities
Prepare technology demonstrations
Showcase HPE technologies through presentations, demos, and validations
Assist in research and analysis of market trends
Help map customer pain points to Hybrid Cloud use cases
Participate in the creation of customized advisory reports
Collaborate with senior advisors to document findings

What we offer

Comprehensive benefits suite
Professional development programs
Inclusion and diversity initiatives

Parttime

Document Advisor

Barclays

Location:
United Kingdom , Birmingham

Category:
Banking

Contract Type:
Not provided

Salary:

Job Description:

Job Responsibility:

Requirements:

Nice to have:

Additional Information:

Job Posted:
January 21, 2026

Looking for more opportunities? Search for other job offers that match your skills and interests.

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Document Advisor

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Location:United Kingdom , Birmingham

Category:Banking

Contract Type:Not provided

Salary:

Job Description:

Job Responsibility:

Requirements:

Nice to have:

Additional Information:

Job Posted:January 21, 2026

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