Finance Administrator

5 months ago


Swansea, United Kingdom Crossing Point Investment Management Limited Full time

FINANCE ADMINISTRATOR

Crossing Point Investment Management Limited

JOB SUMMARY

One of Swansea’s leading discretionary investment managers wishes to appoint a self
- motivated, organised administrator. We operate in a dynamic and fast-paced business with a small highly motivated and professional team.

KEY RESPONSIBILITIES
- Creating and checking technical data spreadsheets.
- Data entry into operating systems and platforms.
- Recording new business and assisting in monthly reconciliations.
- Producing investment performance reports.
- Assisting with quarterly reporting and compliance.

SKILLS REQUIRED
- Organised, analytical and detail oriented.
- Excellent communication skills, both verbal and written
- Confident using IT such as Microsoft Excel, Word, Outlook, and PowerPoint
- Ability to learn a range of software as required.
- Ability to use initiative and to work independently as well as part of a team is essential.

Experience of office administration or bookkeeping is desirable. Full training will be given.

**Job Types**: Full-time, Permanent

Pay: From £25,000.00 per year

**Benefits**:

- Company pension
- Sick pay

Schedule:

- Monday to Friday

Ability to commute/relocate:

- Swansea, SA2 0PA: reliably commute or plan to relocate before starting work (required)

**Education**:

- A-Level or equivalent (required)

Work Location: In person



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