Investment Administrator
Isle of Man
Contract
Our client seeks an Investment Administrator to join their team for a 9-month Fixed Term Contract.
You will be primarily responsible for the ongoing administration of externally managed customer portfolios.
Key Responsibilities:
- Account opening and closures, ensuring that all relevant account opening documents and agreements are completed.
- Processing all cash transfers between third parties and the company in line with customer requests.
- Identification, investigation and resolution of third party and customer queries.
- Maintaining positive relationships with external stakeholders.
- Supporting other team members.
Key Skills & Experience:
- Have a minimum of 2 years' experience in an investment-related or similar role, with an active interest in investments.
- A strong working knowledge of Microsoft Office in particular Excel.
- Ability to organise and work to strict deadlines.
- Have a flexible and adaptable attitude.
- Team Player.
- Strong accuracy, particularly when inputting data.
Your specialist: Mark Burman
Quote job ref: 16298
Hi, I'm Mark and I look after all the temp / contract roles. If this exciting job sounds up your street, please submit your details, we look forward to hearing from you.
