Graduate Investment Administrator

3 weeks ago


Liverpool, United Kingdom Marshall Moore Full time

**We are currently recruiting for a Graduate Investment Administrator to join one of the UKs leading wealth management firms in Liverpool city centre. The role is ideal for a bright graduate, either with a genuine interest in the investment industry,or someone who is just looking to start their career in a professional, reputable environment. Full training will be provided, alongside progression opportunities and study support towards relevant investment qualifications.**

**The role will involve working with sensitive client data regarding their investment accounts, and duties can range from dealing with transferring stocks and cash, opening accounts and reconciliations. It’s a brilliant role that will kickstart yourcareer in an ever-growing industry.**

**Key responsibilities for the Graduate Investment Administrator**:

- Verify client data, ensuring adherence to FCA and AML regulations
- Transfer client stocks and cash, ensuring correct documentation is held
- Follow strict processes to ensure deadlines and Service Level Agreements are met
- Use Excel to deal with large amounts of client data, extracting information and producing reports
- Dealing with complex queries for internal departments and investment managers

**Key Skills for the **Graduate Investment Administrator**:

- An interest in the investment/wealth management industry
- Advanced Excel skills are advantageous, though not necessary (Pivots, VLOOKUPs)
- Strong accuracy and attention to detail
- Ability to work towards deadlines and manage own workload
- Willingness to learn alongside a positive attitude



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