* Providing administrative support to the Investments team
* Dealing with incoming emails and correspondence
* Managing incoming calls from clients regarding investment policies
* Building client relations and liaising with high net worth individuals
* Processing new business and producing client packs
* Assisting in the investment research for the firm
* Managing and processing applications and bank instructions
* Dealing with insurance companies, banks and stock brokers via phone and email
Skills and Attributes:
* Finance Related Degree (Maths, Economics or Finance essential)
* Previous administration experience within the Financial Services Sector essential
* Excellent IT skills
* Strong interpersonal and Communication skills
The successful candidate will benefit from working in an established and friendly firm. The client actively encourages growth and development therefore this is an excellent opportunity for a career minded individual. The offices are easily accessible by public transport and are within walking distance of local services and amenities.
Thank you for your application. Due to the high levels of interest in this position it is not always possible to contact you if your application is unsuccessful.
- Investments administrator