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Investment Administrator

  • Salary: £17000 - £18000 per annum
  • Location: Bromsgrove, Worcestershire
  • Sector: Investment Management
  • Job type: Permanent
  • Date posted:
    04 Nov 2020
  • Job reference: 34765

Do you have a financial service/investment experience?

Looking for a firm that offers support towards qualifications and progression opportunities?

I am looking for Investment Administrators for a leading IFA practice based in Bromsgrove to prepare reports ensuring all processes and procedures are followed as well as supporting with low risk queries.

Duties and Responsibilities:

  • To complete all tasks delegated to them by the Investment Support Supervisor and the Investment Support Senior Administrator to meet SLAs
  • Collation and recording of current client data relating to investment holdings
  • To deliver accurate reports efficiently
  • Providing support for the other services where required
  • To respond to telephone and low risk inbox queries, escalating where necessary

Experience, Knowledge and Qualifications:

  • Good working knowledge of Microsoft Word, Excel and Outlook
  • Some investment or financial service experience
  • General Admin experience
  • Organisation and time management
  • Communication-written and verbal

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