Data Input administrator
2 weeks ago
Aim and Purpose of the role:
To provide data input/integrity support for all Investment Directors and Investment Managers across
the firm.
Specific Duties:Duties could include, but are not limited to the following:
- Setting up new accounts
- Data changes to existing accounts and maintaining accurate and up to date information;
- Working closely with various administration support departments to ensure accurate and
timely records are kept for all clients. Priority being to have processes in place to ensure
account set up is accurate and meets client needs
- Help with setup of stocks in the Walker Crips and Pershing CRM
- Liaising with other departments as required
- Assisting with department mailshots
- Accurate record keeping and data entry
- Any other administrative tasks within the department as and when required;
- General departmental filing when required;
- Undertake any additional duties as and when requested by the Line Manager/Director
Other Requirements:
- Articulate with good communication skills;
- Works well on own initiative;
- Ability to manage own, sometimes demanding, workload and excellent time management
skills;
- Ability to remain calm and tactful when under pressure;
- High level of care and attention to detail even when working under pressure;
- Ability to work within a team;
- Flexible;
- Organized and passionate about providing quality support;
- Positive outlook and the ability to get on well with other people.
- A level (or equivalent) standard with GCSE pass in English & Maths;
- Computer literacy is essential. Proficient in Word, Excel (including writing formulas), Google
Mail/Drive/Sheets/Word and Internet.
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