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Page Personnel Secretarial & Business Support
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Leeds, West Yorkshire
Transfers Administrator / Investments Administrator
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Job Type: Full-time |
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Overview
A fantastic opportunity has arisen for an Investment Administrator to join a busy Investment Management team based at the firm's Leeds Head Office in the heart of the city's financial district, only a few minutes' walk from Leeds train station. Client Details My client are a busy Investment Management Team in Leeds. About the Team The investment management team is responsible for the day-to-day management of advisory and discretionary portfolios, as well as execution-only stockbroking. Description What you will be doing Reporting to the Investment Team Manager, the role involves producing probate valuations for offices for the firm, clients and external solicitor firms, and provide necessary support on various processes such as confirmation of holdings, issue of new certificates and sale of shares. To provide support and assistance to and clients, by assisting and covering for colleagues within the Investment Operations department and undertaking general administrative tasks. Profile What you will bring to the team You will have an enthusiastic and positive approach to work, with a focus on providing excellent client care and service within and administrator role building relationships with both the clients and colleagues within the firm. Possess the ability to learn new systems and have a good understanding around the regulation requirements of the role; whilst having the drive and initiative to take responsibility within your day to day role. Good organisation skills are essential, with a keen eye for detail, excellent written and verbal communication skills and be ability to proactively resolve any potential problems before they arise; whilst working under pressure to meet tight deadlines. Job Offer We offer a competitive reward packaged including 25 days annual leave plus bank holidays (increasing with service), a discretionary bonus scheme, contributory pension, private medical care and travel loans.