Fund/Client Administrator

Posted 29 December 2017 by The Maine Group Featured

Joining a busy and growing fund administration team. They have an impressive portfolio of investors who you will be working closely with in a client facing role.

This is an extremely busy and fast paced role; you will be working within a down to earth and friendly team who enjoy socialising outside of work.

Duties will include:

l Processing of new applications from investors.

l Coordinating investor and adviser mail merge communications.

l Coordinating with investment companies and HMRC.

l Being first point of contact for clients.

l Daily monitoring of email inbox.

l Producing bank reconciliations for funds raised.

l Assisting with telephone queries from investors and financial advisers.

l Assisting with proof reading documents.

l Marketing administration

Are you the ideal person?

  • You will be flexible, happy to work in a team and be a strong team player
  • Good numeracy and attention to detail
  • Strong knowledge of Word (mail merge, advanced formatting would be helpful) and Excel useful
  • Experience in a similar administrative role
  • Bright, bubbly, switched on, tech savvy
  • Great attitude, team player, attention to detail, ability to liaise at all levels
  • Financial Services experience is essential.

They are a very dynamic and hard working team with a fast-paced environment to be expected. They offer staff an excellent working environment with a collaborative approach and a warm and down to earth feel. They have an extremely dynamic senior management team.

A great opportunity for someone who is looking to work for a progressive company and want to grow and develop.

Reference: 34023538

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