Investments administrator

  • Dependant on experiance
  • Posted: 06/09/2017
  • Bromsgrove B60 4dy Bromsgrove
  • Job Ref: 047106498
  • Temporary

Job Details

Investment Administrator
Temp to perm

My client is looking for an enthusiastic and computer literate individual to join their fast expanding team as an Investment administrator. Working within the Financial Services industry this is a great opportunity for somebody looking for stable and progressive role to really kick start their career.

The main purpose of this role is to perform a range of tasks within the Investments Team whilst ensuring that all information entered onto the database is accurate and up to date, and that any request from other departments within the organisation is dealt with efficiently. You must have experience within Financial or proffesional services to apply for this role.

Main Responsibilities:
To respond to telephone and low risk inbox queries, escalating where necessary
Recording client data relating to investment holdings accurately
Maintain agreed diary management and record keeping processes relating to ensure appropriate audit trails
Assisting Business Change Co-ordinator with various Project work
Any other reasonable request made by a Director/Manager of the organisation

Experience, Knowledge/Qualifications & Competencies

Accurate with excellent attention to detail
Excellent knowledge of Microsoft Word, Outlook, Excel and PowerPoint
Excellent planning and organisation skills
Excellent communication and teamwork skills
Able to problem solve and work on own initiative
Personal planning, organisation and time management

Company benefits:

' Pension scheme
' Annual Bonus
' Christmas party and summer BBQ
' Additional holiday for long service
' Training and qualifications
' Employer referral bonus scheme
' Discounted Advisor fees
' 50% of gym membership at the Ryland Centre

To discuss the role further please call Amy on 01527 591091 or email your CV to

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