Investment Administrator

Competitive
Permanent
Guildford
11 Oct 2019
BBBH743948

We are currently recruiting for a growing Wealth Management business based in Guildford!

INVESTMENT ADMINISTRATOR

GUILDFORD

COMPETITIVE SALARY

We are currently recruiting for a growing Wealth Management company based in Guildford who are looking for an Investment Administrator to join the team. This is an exciting opportunity with excellent career opportunities. The main responsibilities is to ensure smooth on boarding of new clients with maintaining and servicing clients accounts.

KEY DUTIES:

  • Setting up new accounts
  • Closing accounts and account withdrawals
  • Performing platform actions to ensure data accuracy
  • Maintain client files
  • Processing actions
  • Analyse reports and provide Management Information
  • Liaising with custody agents, trustees and insurance providers

KEY SKILLS:

  • Previous administrative experience within Financial Services
  • Strong organisational and time management skills
  • Strong numerical skills

Morgan McKinley is acting as an Employment Agency in relation to this vacancy.

Please note that any references to salary or pay rates in this advertisement and in the salary refinement section are indicative only and should only be used as a guide.

Similar Jobs

We are currently recruiting for a growing Wealth Management business based in Guildford!
Guildford11.10.2019
Temporary Administrator - Guildford
Guildford03.10.2019
Kelly Hayman's picture
Manager | HR
Surrey +44 1483 453 555 | khayman@morganmckinley.co.uk