Data Management Assistant required URGENTLY for a local based IFA in Fareham area.
Salary of £25,000 pa
We are working with a superb Wealth Advisory company based in the Fareham / Whiteley area.
An ambitious quick learner is required for a varied and hands-on role, within a team of three, in a dynamic fast-growing and innovative business at the cutting edge of the wealth management and financial services industry.
Developing and maintaining systems for data input and import
Checking and monitoring data feeds from external sources including holdings, transactions, pricing feeds and book costs
Creating and maintaining error reporting and data audit tools
Roll out of self-checking tools and improving culture of data ownership within individual teams
Assist with client reporting processes including periodic valuations
Liaison with software providers. MS Excel skills are essential (advanced level)
Knowledge of MS Access advantageous
Attention to detail
Ability to communicate with departments across the business
Experience within the financial services industry
Familiarity with CRM systems
To apply for this role, please go to the Dynamite recruitment website or call 02392 455 422
Dynamite Recruitment Solutions Ltd is acting as an Employment Agency in relation to this vacancy.