Investment Administrator
2 weeks ago
Meraki Talent are seeking Financial Services Administrators to join an Investment Management firm in the heart of Liverpool’s Financial Services district.
This is initially a 12month fixed term contract, however likely to extend beyond this term.
Key duties include;
- Processing accurate client data
- Updating in house systems with accurate client date
- Processing transfers
- Processing client documentation relating to onboarding
- Ensuring transfers are actioned within strict timescales
- Following regulations
- Escalation of breeches
This is a busy and varied role, which will require applicants to proactively manage a variety of tasks, ensuring deadlines are met on a daily basis. Additionally, it is imperative applicants have strong communication skills, and the ability to work quickly, ensuring accuracy at all times.
This is a 12 month FTC, offering an immediate start.
Our client are offering a hybrid approach to working hours, offering additionally flexibility.
Is this job for you? At Meraki, we love recruitment and love words. Is this you?
Jennifer wants: Transfers, Investment Management, Onboarding,
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