Investment Administrator

Rebecca Poulter Recruitment Limited ,
London, Greater London
Job Type: Full-time
Salary: £25,000 per annum

Overview

This is an excellent opportunity for a candidate with strong administration skills, a graduate with six months Banking Administration experience, or a retail banker looking to move into a client administration role. The Client Services Assistant will be tasked with supporting Client Services Associates on the team with administrative tasks. You will bring a high level of care and attention to even the most basic task and will demonstrate intelligence through an ability to pick up new things quickly. The candidate will be engaged in the business and will show this through building relationships, having an eye for detail, been keen to learn and progress up in the company. You will deal with basic emails from clients as and when required by the Associates, complete daily reconciliations of credits and debits in the Client Accounts. Opening new client accounts, with the greatest attention to detail and care, ensuring the highest degree of care and accuracy when producing, checking and distributing client communications. Full Client Service training will be provided on this role To apply you must have GCSEs and A’Levels as a minimum grade C or above in English and Maths, or a graduate. With six months plus administration experience in Banking, Investment Management, Retail Banking or similar. This role is close to Great Portland Street tube, Euston Square or Warren Street which are on the Circle and Central Line or Victoria and Piccadilly line.