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SF Recruitment
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Bromsgrove, Worcestershire
Investment Administrator
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Salary: £18,000 per annum |
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Overview
Investment Administrator - ASAP Start Contract - 6 Months Bromsgrove £20,000 - £25,000 SF Recruitment are pleased to be working in partnership with a dynamic and progressive company based in Bromsgrove. Our client is currently seeking an experienced Investment Administrator to join their successful team immediately. As the successful candidate, you will be responsible for; - Processing client requests quickly and efficiently; - Assist the team in producing accurate client facing material to distribute; - Ensuring all customers, clients and third parties to the business are conducted professionally and in a courteous manner; - Extract client data from investment platforms and third parties; - Analyse, Interpret and challenge information gathered in order to assist in the delivery of asset migration projects; - Process fund switches within prescribed timescales; - Comply with the relevant complaince, TCF, T&C, GDPR, MIFID and Financial Crime procedures; To be considered for this position, you must have; - Previous experience using Investment Platforms; - Advanced Excel skills, using Macros, formulas and reformat large data sets; - An analytical and methodical approach to work, - A high level of attention to detail; - Strong organisational skills and can work towards tight deadlines Please send your CV to to be considered for this post.