Investment Adminsitrator
other jobs Marshall Moore Recruitment Limited
Added before 6 Days
- England,North West,Merseyside,Liverpool
- Full Time, Permanent
- Competitive salary
Job Description:
Full job descriptionWe are currently recruiting for an Investment Administrator; a unique role for one our our Wealth Management clients based in Liverpool City Centre. You will be working alongside Financial Advisors, completing investment administration and liaising closely with a range of corporate clients.
The position offers the opportunity to complete a CISI qualification, alongside other benefits such as Private Medical Insurance and Life Insurance.
Key Responsibilities:
*Updating client details
*Producing investment reports and sending to clients
*Updating CRM databases and general administration
*Liaise with financial advisors
Required skill set:
*Previous experience in Wealth Management, Accountancy or other professional services
*Knowledge of ISA’s preferred
*High accuracy and attention to detail
*Ability to prioritise own workload and meet deadlines
Apply now for more information!
The position offers the opportunity to complete a CISI qualification, alongside other benefits such as Private Medical Insurance and Life Insurance.
Key Responsibilities:
*Updating client details
*Producing investment reports and sending to clients
*Updating CRM databases and general administration
*Liaise with financial advisors
Required skill set:
*Previous experience in Wealth Management, Accountancy or other professional services
*Knowledge of ISA’s preferred
*High accuracy and attention to detail
*Ability to prioritise own workload and meet deadlines
Apply now for more information!
Job number 4061518
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