New Role! Investment Administrator

  • Job Reference: 431557266-2
  • Date Posted: 26 November 2021
  • Recruiter: Flair for Recruitment
  • Location: Bath, Somerset
  • Salary: £23,000
  • Sector: Administration
  • Job Type: Permanent

Job Description

Are you computer literate, with a strong working knowledge of Excel? Do you have excellent attention to detail?

Our client, a leading wealth management firm, is looking for an Investment Administration Support Administrator to join an integral area of the company.

You will be:

  • Undertaking monthly stock reconciliations, float account management and distribution processing
  • Liaising with third party providers including fund managers, banks, auditors
  • Working to continually improve procedures and processes
  • Achieving departmental service level agreements (SLAs) and key performance indicators (KPIs)
  • Undertaking projects contributing to business goals as well as the development of your own skills

Your skills and qualifications:

  • Excellent interpersonal, organisational and communication skills
  • Proactive and innovative approach to problem solving, including the application of logic and foresight to decision making
  • Financial Services experience is preferable
  • Investment Operations Certificate or equivalent industry recognised qualification would be advantageous
  • Understanding of investments and investment products

Please contact Joanna at Flair for Recruitment for further information. If you know anyone that is suitable and looking for a new opportunity, please pass on our details as we offer vouchers if referrals are placed.