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Full job description Overview We are seeking a detail-oriented and reliable Process Agent to join our team within the financial services sector. The successful candidate will play a vital role in managing and processing documentation, ensuring compliance with regulatory standards, and supporting operational workflows. This paid position offers an excellent opportunity for individuals interested in gaining experience within the financial industry, particularly those with a keen eye for accuracy and organisational skills. Candidates should possess basic mathematical skills and an understanding of financial processes to excel in this role. Responsibilities Manage and process documentation related to client accounts, transactions, and compliance requirements Ensure all records are accurate, complete, and maintained in accordance with company policies and regulatory standards Assist in verifying information using basic mathematical calculations to support data integrity Support the review of financial documents for discrepancies or irregularities Collaborate with team members to facilitate smooth processing workflows and resolve any issues promptly Maintain organised filing systems, both digital and physical, for easy retrieval of information Adhere to confidentiality protocols when handling sensitive client data Contribute to ongoing process improvements by identifying areas for efficiency enhancements Qualifications Previous experience or familiarity with financial services is preferred but not essential Strong organisational skills with the ability to manage multiple tasks effectively Basic math skills necessary for verifying figures and calculations within documents Attention to detail and high levels of accuracy in work output Good communication skills, both written and verbal Ability to work independently as well as part of a team in a fast-paced environment Proficiency in standard office software programmes such as MS Office (Word, Excel) This role offers valuable experience within the financial sector, ideal for individuals seeking to develop their career in finance or administrative support. Applicants should demonstrate professionalism, integrity, and a proactive approach to their responsibilities. Job Types: Full-time, Permanent, Freelance, Zero hours contract Pay: £24,420.00-£50,000.00 per year Benefits: Company pension Employee discount Employee mentoring programme Enhanced maternity leave Financial planning services Flexitime Profit sharing Referral programme Work from home Work Location: Remote