Investment Administrator

1 week ago

Birmingham, United Kingdom Bell Cornwall Recruitment Full time

Investment Administrator

12 month Fixed Term Contract

£25,000 to £28,500

Birmingham City Centre

Ref: JC/BCR/11145

Bell Cornwall Recruitment has been instructed on an exciting opportunity for an experienced Investment Administrator eager to work for one of Birmingham's leading Investment Management and Financial Planning companies in the heart of the City Centre.

As the Investment Administrator you will provide administrative support to 2 of the City's leading Investment Managers and their wider team.

Duties will include:

Administration of regular suitability checks for all clients by preparing fact find forms, suitability letters etc

Providing clients with information and reports about their portfolio.
Ensuring all client relationships are properly documented, including checking that "Know Your Client" information and data on the CRM system is maintained.
Answering phones, dealing with queries from clients and intermediaries, taking appropriate messages
Undertake mail merges on both the quarterly market updates as well as anticipated mail merges for marketing/ events/ Christmas cards etc.
Preparing reports, correspondence and other relevant documentation including Investment Proposals and PowerPoint presentations for client meetings
Update databases with revised client details
Much more

If you have experience of working as an Investment Administrator or providing administration support to investment managers and would be interested in this exciting 12 month contract please apply now.

Interested? Please click the 'APPLY' button now

BCR aim to get back to all successful applicants within 24 hours however if you have not received a response within this period then it may be that your application has been unsuccessful.

BELL CORNWALL RECRUITMENT

We want to make finding a job that you will love as effortless as possible and can offer evening appointments to fit around your working life.

Love Work Be Happy

Follow BCR on Twitter @LoveWorkBeHappy to view all of the latest jobs.

(For the purposes of recruiting for this vacancy Bell Cornwall Recruitment is acting as a recruitment agency. Bell Cornwall Recruitment is an equal opportunities employer who welcomes applications from all age groups)

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