Investment Administrator

Posted 4 April by Cavendish Maine Recruitment Easy Apply

Job Title: Investment Administrator

Location: Bristol

Salary: Competitive

Job Ref: LH/20147

Cavendish Maine is delighted to working with an extremely well established Pensions and Investment firm based in Bristol. They are specialists in their field and this a great opportunity for someone with some Investment experience looking to progress further in their career. You will be working with friendly environment and provided with full support and encouragement to achieve your career goals.

About the role:

As an Investment Administrator, you will be carrying out administrative duties to ensure a quick service during the acquisition and disposal of a range of investments. You will also be administering and maintaining investment records.

The position and duties will include:

  • New investment applications.
  • Asset trading and switches.
  • Monetary transfers.
  • Asset transfers and re-registration.
  • Obtaining and updating investment valuations.
  • Investment data processing and maintenance.
  • Asset reconciliation.
  • HMRC income tax reclaims.

Key Skills/Experienced Required:

You will possess a good working knowledge of Investment products, have strong administrative skills and have the ability to identity and process data. You will be customer focused and have the drive to continually improve your knowledge and skillset.

This is a fast paced role which requires a high attention to detail. The applicants must possess a high degree of interpersonal and communication skills, and be able to prioritise and effectively manage workloads on a daily basis.

Reference: 34823231

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