Trainee Investment Administrator

Recruiter
NJR Recruitment
Location
Bromsgrove
Salary
Competitive
Posted
09 Aug 2019
Closes
23 Aug 2019
Job Type
Trainee
Contract Type
Permanent

Trainee Investment Administrator
Bromsgrove

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NJR Recruitment is representing a highly regarded Wealth Management organisation that who are based in the Bromsgrove area. Our client hold a excellent reputation within the industry for providing advice to their corporate and private client's, Business Owners, who now have an exciting opportunity for a experienced Investment Reporting Administrator to join their practice.

This is a fantastic opportunity to work for an excellent Business, who offers great career progression an enriching working environment with a team of dedicated individuals. You will be preparing reports ensuring all processes and procedures are followed as well as supporting with low risk queries .

Responsibilities:

  • To complete all tasks delegated to them by the Investment Support Supervisor and the Investment Support Senior Administrator to meet SLAs
  • Collation and recording of current client data relating to investment holdings
  • To deliver accurate DIS and IAS reports efficiently
  • Providing support for the PMS service
  • To respond to telephone and low risk inbox queries, escalating where necessary
  • Maintain agreed diary management and record keeping processes relating to ensure appropriate audit trails are kept in line with the Firms compliance standards
  • Maintain a clear understanding of the concept of Treating Customers Fairly (TCF) and GDPR

The successful candidate will need to have previous experience and knowledge of the Financial Services Market and Investment Products, you will have good working knowledge of Microsoft Word, Excel and Outlook as well as solid communication and articulations skills as well s the ability to multi-task.

Our client is looking for someone with a can-do attitude, who can deliver a first class service to clients as well as having the ability to build strong relationships and displaying professionalism at all times.

For further information please contact one of our specialist consultants quoting REF: NJR9421