Investment Support Coordinator
4 weeks ago
The successful candidate will have a solid background in financial services, excellent communication skills, and proficiency in MS Office and CRM software. A key responsibility will be to process investor applications, coordinate investor processes, and maintain accurate records.
This opportunity comes with a salary of £45,000 + benefits, making it an attractive option for those seeking a stable and fulfilling career. The ideal candidate will be able to work effectively in a team environment, prioritize tasks, and meet deadlines. We encourage applicants who share our values and are eager to grow professionally.
About the role:
Supporting Investment Management team and their clients
Liaising with dealers and brokers
Preparing correspondence and meeting reports
Using CRM software
Processing investor applications and coordinating investor processes
Responding to client queries and attending meetings with clients
Managing multiple appointments within a shared diary
Keeping files up to date
Keeping up to date on compliance and regulation
Arranging events, lunches and meetings
Attending client and compliance briefings
Requirements:
Experience in financial services
Strong MS Office and CRM skills
Excellent communication and organizational skills
Benefits:
A competitive salary of £45,000 + benefits
A dynamic and supportive work environment
Ongoing training and development opportunities
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