Investment Administrator

4 weeks ago


Liverpool, United Kingdom Meraki Full time

Meraki Talent are seeking Financial Services Administrators to join an Investment Management firm in the heart of Liverpool’s Financial Services district.

This is initially a 12month fixed term contract, however likely to extend beyond this term.

Key duties include;
- Processing accurate client data
- Updating in house systems with accurate client date
- Processing transfers
- Processing client documentation relating to onboarding
- Ensuring transfers are actioned within strict timescales
- Following regulations
- Escalation of breeches

This is a busy and varied role, which will require applicants to proactively manage a variety of tasks, ensuring deadlines are met on a daily basis. Additionally, it is imperative applicants have strong communication skills, and the ability to work quickly, ensuring accuracy at all times.

This is a 12 month FTC, offering an immediate start.

Our client are offering a hybrid approach to working hours, offering additionally flexibility.

Is this job for you? At Meraki, we love recruitment and love words. Is this you?

Jennifer wants: Transfers, Investment Management, Onboarding,
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