Investment Accounts Specialist

6 days ago


Leicester, Leicester, United Kingdom Four Squared Recruitment Ltd Full time

Investment Accounts Executive
===========================

**About the Role**
-------------------

We are seeking an experienced Investment Accounts Executive to join our team at Four Squared Recruitment Ltd. As an Investment Accounts Executive, you will be responsible for providing exceptional administration services to a portfolio of investment clients.

**Key Responsibilities**
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* Be the primary point of contact for clients, ensuring a high-quality service and building strong relationships
* Prepare and submit client applications and new account openings
* Develop and maintain accurate valuations and annual review packs for client meetings
* Stay up-to-date with global investment markets and trends
* Collaborate with the Investment Manager to assess Capital Gains Tax positions
* Liaise with investment providers to ensure seamless communication

**Requirements**
------------

* Proven experience in investment client servicing and administration
* Strong analytical and problem-solving skills
* Excellent communication and interpersonal skills
* Ability to work in a fast-paced environment and prioritize tasks effectively

**What We Offer**
----------------

* Opportunity to work with a forward-thinking and expanding firm
* Collaborative and dynamic work environment
* Professional development and growth opportunities

**If You're Interested**
---------------------

Please submit your application, including your resume and a cover letter, to [insert contact information]. We look forward to hearing from you



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