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Client Support Administrator / Office Administrator - Investment Services Company near Leeds

Posted 6 March by Portfolio Evaluation Ltd Ended

Portfolio Evaluation Ltd, founded in 2002, is a specialist provider of portfolio investment risk and return measurement for UK and European Pension Funds, Charities and Investment Institutions.

We are based outside Leeds at Bowcliffe Hall and are easily accessible via the motorway.

We are looking for a confident and professional administrator to assist us in delivering and maintaining a high level of customer service & after care to our clients.

This is a challenging and varied role offering a strong opportunity for development. The role would suit a confident candidate enjoying a fast pace of work centred on meeting client requirements.

The role will appeal to those with the following attributes;

  • Confident manner and excellent communication skills;

  • Strong organisational skills;

  • Ability to work under pressure and to daily targets;

  • Knowledge of Microsoft Excel, Word and Adobe Acrobat;

  • Good eye for detail;

  • Ability to work longer hours when required to achieve client deadlines;

  • Motivated to achieve and develop within the company;

  • Positive and enthusiastic attitude;

  • Fluent written and spoken english.

Ideally, but not essential, you would also have the following:

  • Experience in an office environment;

  • Strong administration skills;
  • Excellent customer service skills.

Part of the role will entail using our specialist and proprietary systems for which training will be provided. There is, for the right person, chance for advancement.

This opportunity will involve on a daily basis:

  • Contacting investment houses for data;

  • Reviewing, recording and filing of data;

  • Keeping our internal system up to date with changes to client records and information;

  • PDF, printing and despatching of client reports;

  • Liaising with customers/investment managers at all levels via the telephone and via email, responding to and investigating their queries to provide excellent levels of customer support.

Our standard hours are 8.30 a.m. to 4.45 p.m. with an hour for lunch; however at certain times additional hours may be required.

Salary - A range of £16,000 to £24,000 dependent on experience. An annual bonus is also paid. After a suitable period of time we are able to offer the chance to work at home for a few days each month. We provide 25 days annual holiday plus bank holidays.

Further information about Portfolio Evaluation Ltd is available on our website

In your initial application please attach an up to date C.V. and a letter detailing why you would like to be considered

Required skills

  • Computer Literate
  • Customer Service
  • Administrator

Reference: 34616882

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