Investment Administrator

Recruiter
TMR Group Ltd
Location
Bromsgrove
Salary
Competitive
Posted
02 Oct 2019
Closes
23 Oct 2019
Job Type
Administrator
Contract Type
Permanent

The role is a core function within the Investments Operations Team.

Duties and Responsibilities:

  • To ensure client requests are correctly processed and completed within the agreed SLA
  • To help with processing deceased accounts and death claims
  • To respond to telephone and medium risk inbox queries, escalating where necessary
  • To update any new changes to model portfolio's on provider platforms
  • Cash reporting for low and high cash for a number of providers
  • Processing bed+isa's on a number of platforms
  • To be a point of contact for consultants, members of the business and the team
  • Ensure that all data is accurate and up to date where appropriate
  • Monitor and maintain accurate diary management and record keeping processes to ensure appropriate activity audit trails are maintained in line with the Firms compliance standards
  • Any reasonable request made by Director/Senior Manager of the Company
REQUIREMENTS

Experience, Knowledge and Qualifications:

  • Good knowledge of the Financial Services Market and Investment Products
  • Relevant Operational procedures knowledge
  • Good working knowledge of Microsoft Word, Excel and Outlook
  • Working knowledge of Pershing's Nexus, XPlan and Nexus Complete Software Systems preferred as well as other providers used

If you are interested in the role please send us your CV and we can discuss further.