Investments Administrator

Reed Insurance
10 Aug 2017
17 Aug 2017
Contract Type
Full Time
A fantastic opportunity to join a reputable investment company based in Birmingham City Centre as an Investment Administrator has come to light.

The company is a highly established firm, boasting over £20 billion Assets Under Management.

The main requirement in this role is to effectively support the firms' Investment Managers, assisting with all aspects of client support.

Your main duties include:

- Providing assistance with client portfolios
- Responding to client queries over the phone
- Assisting the Investment Managers with analytical information
- Navigating around the back office system updating client records
- Speaking with IFAs over the phone
- Diary Management, arranging internal meetings and presentations
- Opening new accounts and processing new payments/business

Experience needed:

- Ideally you would have worked in the field of Investments, Wealth Management or Financial Planning
- Excellent Microsoft Office skills
- Must have excellent communication skills
- IT literate

Reed Specialist Recruitment Limited is an employment agency and employment business