Finance/Investment Administrator for Renowned Firm

Katie Bard
£21,000 per annum
30 Aug 2017
18 Sep 2017
Contract Type
Full Time

A reputable and professional financial services firm based in Birmingham city centre is looking for an individual with an expert knowledge of investments for a fast-paced administrative role. This business focus on offering on first class client service whilst also encouraging their employees to take ownership of their workload. You will be responsible for the following tasks day to day:

  • Expert assistance in the production of proposals for clients, reports and updates including supervised direct liaison with clients

  • Management of in-house systems in order to document all updates in relation to client relationships in a timely and efficient manner

  • General administration for the team including management of calls and queries, processing payments, as well as close expired accounts

  • Investment specific administration including portfolio transfers, processing ISA subscriptions, updating tax forms, distribute valuations

  • Elements of audio-typing in line with requests for client correspondence

    You must possess experience within a professional financial services setting!

    Based in Birmingham city centre, this company offer an excellent benefits package and a welcoming and inclusive working environment. You must possess experience within a similar investments capacity.

If you think this is the role for you, please apply online or contact Lucy Williams on 0121_633_4443 today! Please contact your consultant directly if you are already registered with Katie Bard. Katie Bard is an Equal Opportunities Employer.

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