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Tay Associates Ltd
,
London, Greater London
Temporary Administrator
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Contract Type: Contract |
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Salary: £18,000 per annum |
Overview
This successful financial services organisation are currently looking for a graduate Administrator to support their Investment Management team in the City of London for around 3 - 6 months. This role will involve liaising with financial advisers and client and it is essential that the Administrator possess excellent written and spoken English along with a strong level of computer literacy. If you are a graduate looking for an entry level administrative role within financial services, this could be the ideal opportunity. Duties include: Communicating with Financial Advisers and clients Preparation and processing of all new client documentation and amendments Managing and processing the closure of accounts for both client exits and deceased accounts Preparation of client reviews and investment proposals Liaising with colleagues within Business Support regarding administration of client accounts. General record keeping and electronic filing Diary management and meeting preparation - both internal and external. Team meetings - prepare agendas and minute taking Generate MI reports Dictations, letter generation and mail merges