Investment Support Team Administrator

Kelly Services
06 Sep 2017
23 Sep 2017
Contract Type
Full Time
Job Title: Investment Team Administrator
Contract: Permanent
Salary: Competive
Location: Bromsgrove
Division: Finance

A little bit about the company you could potentially be working for -
My client is one of the largest and best in the UK at financial planning and smart investments.
This is a fantastic opportunity to build on your current experience and grow within an organisation that is improving day by day.
If you would like a chance to progress and really start to build your career then this could be the opportunity you've been looking for.

Job Details / Responsibilities -
To complete all tasks delegated to them by the Investment Support Supervisor and the Investment Support Senior Administrator to meet SLAs
Collation and recording of current client data relating to investment holdings, to support the delivery of the DIS and PMS services
Compile withdrawals information
To respond to telephone and low risk inbox queries, escalating where necessary
Maintain agreed diary management and record keeping processes relating to ensure appropriate audit trails are kept in line with the Firms compliance standards
Maintain a clear understanding of the concept of Treating Customers Fairly (TCF) and how my client seeks to comply with this FCA requirement
Abide by procedures and standards in relation to anti money laundering, data security and confidentiality and to complete training and assessment as required
Any reasonable request made by Director/Senior Manager of the Company

Skills you should have to succeed -
Good knowledge of the Financial Services Market and Investment Products
Relevant Operational procedures knowledge
Provider valuation procedures knowledge
Good working knowledge of Microsoft Word, Excel and Outlook
Working knowledge of Pershing's Nexus, 1st software and Nexus Complete Software Systems
Knowledge of TCF Principles and how they apply to the individual role

For your opportunity to join a fantastic organisation click 'apply' now or for more information please call Sapphire at Kelly.

"Kelly Services are an Equal Opportunities employer and welcome applications from all suitably qualified persons regardless of their race, sex, disability, religion/belief, sexual orientation or age.
Kelly Services and are acting as an Employment Business in relation to this role.'