Investment Administrator
Isle of Man
Contract
Our client seeks an Investments Administrator to join their team.
The role will last until the end of 2026. The successful candidate 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.
- Strong accuracy, particularly when inputting data.
Your specialist: Mark Burman
Quote job ref: 16360
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.
