Investment Account Specialist

4 days ago


London, Greater London, United Kingdom Montpellier Resourcing Full time
About the Role

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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