Experienced Investment Administrator

3 weeks ago


Liverpool, United Kingdom Marshall Moore Ltd Full time

**An excellent opportunity for someone with financial services experience; a varied, interesting role with great career progression.**

**Company Benefits**:

- Study support for relevant qualifications
- Private medical and life insurance
- Generous pension contributions
- Liverpool city centre offices

**Role responsibilities**:

- Ensure the effective closure of client accounts and opening of estate accounts.
- Process internal cash transfers
- Produce accurate valuation packs and distribute to Investment Managers.
- Calculate fees
- Carry out thorough accuracy checks of your own work and colleagues work.
- Carry out processes and procedures within the business area ensuring these meet with regulations

**Role requirements**:

- High level of accuracy, concentration and attention to detail
- Ability to prioritise workloads
- Good working knowledge of Microsoft Office including Excel
- Effective problem solver, generating practical solutions to complex issues

**Job Type**: Permanent

**Salary**: From £23,000.00 per year

**Benefits**:

- Company events
- Company pension
- Life insurance
- Work from home

Schedule:

- Monday to Friday

Supplemental pay types:

- Bonus scheme

Work authorisation:

- United Kingdom (required)

Work Location: Hybrid remote in Liverpool

Reference ID: IND-MMCS



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