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Investment Asset Tranfers Administration

Posted 5 January by Centrepoint Recruitment Consultants Ended

Investment Asset Transfers Administrator

to £22,000 + excellent benefits

West Sussex

Busy team servicing new and existing clients, with respect to the re-registrations and transfers to ensure timely transfer of assets

Reviewing and processing client account amendments; processing data amendments

Responding to and resolving queries; identifying incorrect or non-compliant instructions

Skills and experience required:

  • Minimum of 2 years experience within a FCA regulated Investment, Asset Management of similar financial services environment
  • Proven track record of working accurately
  • Good organisational skills, confident to prioritise multiple tasks, and work in a fast paced environment.
  • Strong communication skills, confident to build relationships with clients.

Hours Monday to Friday 9 am - 5.30 pm; pension, life assurance, 22 days holiday and range of benefits.

Required skills

  • Administrative
  • Financial Services
  • Investments
  • Wealth Management

Reference: 34145572

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