Investment Administrator
Location: Worcestershire
Ref: KM/BCR/10440
Bell Cornwall Recruitment have an exciting opportunity for an Investment Administrator one of the Midlands fastest growing financial services companies in Worcestershire.
Responsibilities..
- Provide administration support to the investment team
- Collation and recording of current client data relating to investment holdings
- To deliver accurate reports efficiently and to deadlines
- To respond to telephone and low risk inbox queries, escalating where necessary
- Maintain agreed diary management and record keeping processes
- Maintain a clear understanding of the concept of Treating Customers Fairly (TCF) and GDPR in order to comply with FCA requirements
The ideal candidate will have…
- Good working knowledge of Microsoft Word, Excel and Outlook
- Knowledge / Interest in Financial Services / Investments
- General Admin experience
- Great written and verbal communication skills
- Must be a driver due to location
If this Investment Administrator role based in Worcestershire could be right for you, then please apply now!
Interested? Please click the ‘APPLY’ button now!
BCR aim to get back to all successful applicants within 24 hours however if you have not received a response within this period then it may be that your application has been unsuccessful.
BELL CORNWALL RECRUITMENT
We want to make finding a job that you will love as effortless as possible and can offer evening appointments to fit around your working life.
Love Work Be Happy
Follow BCR on Twitter @LoveWorkBeHappy to view all of the latest jobs.
(For the purposes of recruiting for this vacancy Bell Cornwall Recruitment is acting as a recruitment business. Bell Cornwall Recruitment is an equal opportunities employer who welcomes applications from all age groups)
PA/Executive Assistants, Secretarial, Reception, Administration, Marketing, IT, HR, Law, Finance, Customer Services, Sales
Job Information
Apply for this Job
BCR have more fantastic opportunities for you!
Visit www.loveworkbehappy.co.uk & follow BCR on Twitter @LoveWorkBeHappy to view all of the latest jobs.
BCR want to make finding a job that you will love as smooth sailing as possible. BCR now offer evening appointments to fit around your working life.
Love Work Be Happy
BCR aim to get back to all applicants within 24 hours however if you have not received a response within this period then please feel free to contact us on 0121 5155910 at your earliest convenience.
BELL CORNWALL RECRUITMENT
(For the purposes of recruiting for this vacancy Bell Cornwall Recruitment is acting as a recruitment agency. Bell Cornwall Recruitment is an equal opportunities employer who welcomes applications from all age groups)
PA/Executive Assistants, Secretarial, Reception, Administration, Marketing, IT, HR, Law, Finance, Customer Services, Sales