Investment Administrator
4 months ago
Investment Management Administrator
York
NJR Recruitment is delighted to be representing a highly regarded financial services organisation that is based in the York area. Our Client holds an excellent reputation within the industry and provides a full range of wealth planning and investment management advice to both Private Clients and Business Owners. Due to continued growth they are now looking for an Investment Management Administrator to join their team.
Whats in it for you?
Full study support
Company pension
21 Days Holiday + Bank Holidays
Death in Service x 4
Private Health Insurance
Share Incentives
Excellent training
Cycle to work scheme
Hybrid Working available after probationary period
Initially working from their beautiful offices in the heart of York, this role will suit someone who has been working within financial services with experience of delivering a first class service to clients and consultants and working to support Investment Managers across the country, duties will include:
Processing new business/accounts and changes to existing business/accounts and maintaining accurate and up to date information
Assisting with the preparation of portfolio clients reviews
Liaising with clients, providers, other third parties and other departments
Ensuring client fees are settled in a timely manner
Maintaining and updating client database
General office administration
What do we need from you?
Experience in an administrative role and excellent communication skills is essential
Previous experience in financial services, including banking, would be beneficial and those with CISI/CII qualifications would be of most interest
Good attention to detail
Confident with talking on a telephone
Professional manner with an ability to manage your own time/duties
Please note, due to the nature of this role and industry, it is essential to conduct regular credit checks on all staff and it is required that you can demonstrate a good credit score throughout employment.
**Job Types**: Full-time, Permanent
Pay: £25,000.00-£28,000.00 per year
Work Location: In person
Reference ID: REF: NJR14628
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