Investment Administrator

Huntress ,
Leeds, West Yorkshire
Job Type: Full-time
Salary: £23,000 per annum

Overview

NEW ROLE An Investment Administrator role to work in a leading, highly successful Financial Services organisation in Leeds City Centre. If you are an experienced Administrator with strong Excel skills looking for a busy varied Administration role please read on You will be supporting the Investment Management team with PA and Administration support and you will be communicating with high net worth clients. The role; Collating data and assisting with the administration of their accounts Providing clients with reports on their portfolio's Producing presentations using PowerPoint Processing client payments and ISA subscriptions Meeting coordination Distribution of communication Reporting risk Client liaison Who we are looking for; An experienced Administrator, ideally A-levels and A-C in GCSE Maths and English or equivalent. Intermediate Excel including Pivot Tables, Excellent communication skill, professional persona, able to liaise with high network clients. You will have the opportunity to undertake professional financial qualifications. The client will be doing telephone interview and video interviewing so you don't need to leave you house, they are facilitating home working Huntress Search Ltd acts as a Recruitment Agency in relation to all Permanent roles and as a Recruitment Business in relation to all Temporary roles. PLEASE NOTE: We can only consider applications from candidates who have the right to work in the UK.