Finance Operations Executive

Recruiter
Gleeson Recruitment Group
Location
Lichfield
Salary
25000.00 - 30000.00 GBP Annual
Posted
03 Apr 2019
Closes
25 Apr 2019
Job Type
Executive
Contract Type
Permanent

Investment Operations Executive

Monday- Friday 37.5 hrs per week

GBP25,000 - GBP30,000 depending on experience

Lichfield

Are you currently studying toward your CISI or IOC? Are you looking to join an innovative, forward thinking Financial Services organisation with a great office atmosphere?

The ideal candidate will be able to display:

  • Motivation, eager to learn and show a good use of their own iniative
  • Excellent problem solving abilities
  • Ability to learn quick in a fast paced environment/ industry
  • Clear communication skills
  • Ability to pick up duties quickly

What to expect:

  • Production of client statements and valuations
  • Processing investment instructions as per client request
  • Liaising with third party providers
  • Reconciliation of stock and cash positions
  • Settlement of investment instructions

Ideally you will be working towards or have obtained a CISI investment operations certificate or IOC with a minimum of 3-5 years industry experience.

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