Investment & Assets Administrators
We are working with a market leader which is a growing corporate financial organization, which is expanding all their support teams within the administration areas.
This role is completing the day to day administration of the Investments and Asset that are held within the company.
Handling the registration and transfers of Investments and Assets on a day to day basis.
Completing information sheets for clients
Updating spreadsheets and recognising errors within the spreadsheets that may need checking
Identifying any clients that may have missing, non-compliant or out of date paper work.
Assisting any other the other teams members that may need help with their workload
Obtaining valuations and providing quotations to the Adviser when requested by the client.
For this role you will need to have worked within a Financial Services environment previously, this can be from either a Provider or Independent within any capacity of admin.
Have a strong attention for detail
You need to be able to confidentially work with an Excel spreadsheet.
Organised and good time management skills
You need to have strong communication skills written or verbally
This is a super company that will support you through any exams that you which to carry out that is industry relevant.
Dynamite Recruitment Solutions Ltd is acting as an Employment Agency in relation to this vacancy.