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Data Entry Clerk

2 months ago

Birmingham, Birmingham, United Kingdom Margetts Fund Management Ltd Full time
Job Opportunity

We are seeking a diligent and conscientious Dealing Administrator to join our team at Margetts Fund Management Ltd, delivering high-quality work against tight timescales in a professional office environment.

This role involves predominantly data entry, requiring critical thinking and initiative to check for mistakes and communicate effectively with other team members and management.

Key Responsibilities:

  • Process and authorise investor instructions to buy, sell, and transfer shares in the Margetts funds.
  • Identify potential issues through analysis of client/agent instructions and liaise with other departments as necessary.
  • Maintain accurate records of client and adviser details.
  • Place and confirm investment trades, collaborating with other departments when required.
  • Allocate work through categorisation of scanned mail items into workflow systems.
  • Be flexible to cover other general office duties as needed.

A successful candidate will possess a high attention to detail, a logical approach, and the ability to work to tight daily deadlines in a fast-paced office environment.

As a member of our team, you will have opportunities for continued professional development and relevant qualifications, with a desire to increase your knowledge and skills through mastering all team tasks and completing external courses.

Our company offers a competitive package, including discretionary bonuses, company-matched pension contributions, death in service benefit, and private healthcare, following a successful probationary period.