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Clark James recruitment
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Bromsgrove, Worcestershire
Investment Administrator
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Job Type: Full-time |
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Salary: £17,000 per annum |
Overview
Investment Operations Administrator The role is a core function within the Investments Operations Team dealing with general client maintenance as well as cash position monitoring for client accounts and providing support and dealing with medium risk queries. Duties and Responsibilities: To ensure client requests are correctly processed and completed within the agreed SLA To help with processing deceased accounts and death claims To respond to telephone and medium risk inbox queries, escalating where necessary To develop new methods of carrying out existing tasks in order to increase efficiency To update any new changes to model portfolio’s on provider platforms Cash reporting Processing bedisa’s on a number of platforms To be a point of contact for consultants, members of the business and the team Ensure that all data is accurate and up to date where appropriate Please contact Deborah Hulance - Director who has over 15 years Financial Services Recruitment experience for further information regarding this role and similar vacancies in strictest confidence. Liability and Disclaimer The information contained in our advert including any salary or on target earnings information is given in good faith and Clark James Ltd uses all reasonable efforts to ensure that it is accurate. However, Clark James Ltd gives no representation or warranty in respect of such information and all such representations and warranties, whether express or implied, are excluded. No liability is accepted by Clark James Ltd for any loss or damage which may arise out of any person relying on or using any information within this advert. Please Note All applications received will be dealt with in the strictest confidence. Due to the volume of applications received we will be in touch if your application has been successful within 7 working days. If you have not received any communication within this time, please assume you have been unsuccessful on this occasion, but the information may be retained in connection with future opportunities .