Investment Administrator

4 months ago


York, United Kingdom NJR Recruitment Full time

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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