Job Title: Investment Assistant
Salary: Upto £26,000
Location: Birmingham
Bell Cornwall Recruitment are pleased to be hiring an Investment Assistant for fantastic Investment and Financial services company in Birmingham.
The Candidates responsibilities:
- Handling day to day client enquiries.
- Setting up new accounts and ensuring all client documentation is correct and up to date.
- Liaising with operational departments to make sure all issues are dealt with.
- Filing, answering emails and calls.
- Providing support in the form of investment research.
- Assisting the CRO as and when necessary.
- Ensuring compliance and procedures are met.
- Letter and report writing.
- Consolidating meeting notes.
- Ad hoc Admin duties – supporting the team with general admin work.
Skills Needed:
- Knowledge of General MS, IT and email/internet knowledge is necessary.
- Attention to detail is key as the successful candidate will be dealing with correspondence and documentation.
- The ability to use own initiative and work well under pressure.
- Must have excellent communication skills.
- Strong Administration experience.
If you are an experienced Investment Assistant or are interested in more information regarding this role, then please get in touch!!
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