Investment Account Specialist
4 days ago
This is an exciting opportunity for a highly organized and detail-oriented individual to join our team as an Investment Account Specialist at Montpellier Resourcing.
Responsibilities:
- Ensuring the completeness and accuracy of account-related documentation.
- Preparing and maintaining account opening documentation.
- Coordinating the banking of client cheques and applying funds efficiently.
- Reviewing and analyzing Capital Gains Tax information.
- Providing exceptional administrative support to Investment Managers.
Requirements:
- A minimum of [X] years of experience in a similar administrative role.
- Excellent communication and organizational skills.
- Proficiency in MS Office, particularly Word and Excel.
What We Offer:
- A competitive salary of up to £28,000.
- An attractive bonus and benefits package.
- A 5-day, in-office role with a 12-month FTC Mataternity Contract.
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