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Nelson Scott LLP
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Birmingham, West Midlands
Investment Administrator
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Job Type: Full-time |
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Salary: £24,000 per annum |
Overview
Are you passionate about delivering excellent customer service with recent and demonstrable experience of supporting ideally an investment team or within wider financial services? Do you have a super keen eye for detail? Do you enjoy thinking creatively to come up with solutions to niggly things? If you can answer an emphatic yes to the above then our friendly bunch in Birmingham want to hear from you From day one you will be busy. The team are ready to harness your relationship building skills and ways of working ingeniously to ensure speedy yet accurate resolutions to queries from clients and colleagues alike. You appreciate the pressures of working in financial services whether specifically investment management or otherwise and understand the lingo You describe yourself as a problem solving administrator who works both collaboratively in a team as well as managing your time to ensure clients receive exceptional service. You may have knowledge of stock market investments, trades, pensions and products. If not, no worries. As you embrace learning and grab any opportunity to enhance your knowledge this is where we support you. You will be encouraged to up skill and think about how your career develops. A naturally inquisitive person, you relish being the heart of the office and are an administration guru Deadlines are your friends, arranging meetings with client's lets you show off your interpersonal skills and delivering accurate reporting is something you take immense pride in. You have a good sense of team spirit with a positive attitude and are frighteningly organised and proactive. If this sounds like you, then we would love to hear from you and don’t hesitate to contact me if you want to find out more. Key Responsibilities: · Preparation of meeting packs · Daily processing of post into the office · Checking the Daily Reports including standing order checks and payments/receipts /debits) · Administration of prospective client paperwork · General administration for client portfolios · Dealing with client and IFA queries over the phone and by email · Ad hoc project work Skills, Experience, and Behaviours: This role is ideal for someone interested in a career in Account Management / Investment Management but may not yet be confident with client contact or does not have relevant experience. · Previous experience in the financial services industry is preferable · A strong ethic of client/customer service · Ability to work at pace and deliver against established individual and team targets · Propensity to work well within teams, collaborating with colleagues to ensure best outcomes for internal and external clients · Strong inter-personal skills · Excellent attention to detail · Effective communicator in person and in writing · Advanced Word, Excel and Powerpoint · Demonstrates the company values