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Investment Administrator

2 months ago

Birmingham, Birmingham, United Kingdom Bell Cornwall Recruitment Full time
Investment Administrator Job Description

Bell Cornwall Recruitment is seeking an experienced Investment Administrator to join our client's Wealth Management team in Birmingham City Centre.

Key Responsibilities:
  • Assist investment managers in providing investment services to clients
  • Maintain accurate information on the CRM system
  • Prepare high-quality PowerPoint presentations and meeting documents for client meetings
  • Update the database with revised client details
  • Process and submit expense claims in a timely manner
Requirements:
  • Proficiency in Microsoft Office applications, including Word, Outlook, Excel, and PowerPoint
  • High attention to detail and ability to work accurately
  • Excellent communication and teamwork skills
  • Ability to work independently and take initiative
  • Strong analytical and problem-solving skills
What We Offer:

Bell Cornwall Recruitment is an equal opportunities employer who welcomes applications from all age groups. We offer a competitive salary and a supportive work environment.

Apply now to take the first step in your career as an Investment Administrator with our client's Wealth Management team.