.. staff and reviewing and checking work that is returned from the outsourcing department. Reporting to partners. The applicant should be: Qualified AAT or part qualified ACA / ACCA, Experience with sage and xero, Strong bookkeeping knowledge, Strong attention to detail, Professional and able to engage .. read more
Investment Administrator
Location: Birmingham
Salary: £25,000 - £28,000
Bell Cornwall recruitment have an exciting opportunity for an Investment Administrator to join a leading Financial Services company based in Birmingham.
Role and Responsibilities :
- Oversee management of client annual reviews and portfolio reviews
- Assist with portfolio reports
- Client on boarding
- Preparation of
- platform withdrawals/ fund switches / transactions
- Preparing client meeting packs for advisers
- Overall support to Investment Managers
- Diary management and booking meetings
- Updating of internal systems
Ideal person :
- Experience within Financial Services / Investments
- Excellent attention to detail
- Good communication skills both verbally and written
- Passionate about investments and offering exceptional support
- Able to work well in a high pressure environment
Interested? Please click the 'APPLY' button now!
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_
**PA/Executive Assistants, Secretarial, Reception, Administration, Marketing, IT, HR, Law, Finance, Customer Services, Sales
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