Investment Operations Administrator
3 weeks ago
My client based in Liverpool City Centre is looking to recruit Investment Operations Administrator on a permanent basis. The working hours are 40 hour week between the hours of 9:00am and 5:30pm. The basic salary is also supported by a generous bonus scheme which is paid monthly.
The Investment Operations Administrator provides a critical service and is responsible for all aspects of investment administration fee calculations or ISA transfers, the role is varied, interesting, professionally and financially rewarding and offers an introduction to a meaningful career where personal development is highly encouraged.
The main duties and responsibilities include
- Accurately process new business, monitoring progress through to completion, monitoring receipt of funds and initial fees
- Liaising with ceding ISA scheme providers to request ISA transfer monies, ensuring all relevant information is obtained.
- Complete fee and other complex calculations.
- Handle both written and telephone enquiries from clients, advisers and 3rd party service providers.
Essential skills
- Strong written and verbal communication skills
- Customer focused attitude
- Ability to work to deadlines
- Time management
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