Part-Time Investment Administrator
Isle of Man
Contract
Our client seeks an Investments Administrator to join their team on a part-time basis for a 6 month fixed term contract.
Working 9:00am to 3:00pm, Monday - Friday, you will ensure that all transactions and client servicing activities are processed in line with established procedures, regulatory requirements, and service standards.
The ideal candidate will have a minimum of 3 years of experience and an excellent understanding of Investments.
Key Responsibilities:
- Discretionary accounts.
- Stock Transfers.
- Asset Reviews.
- Cash and stock reconciliations.
- Corporate actions.
- Daily valuations for personal portfolio bonds.
- To perform the daily valuations process for internal unit linked funds.
- To assist in query resolution & management.
- To ensure the effective communication with internal and external stakeholders.
Key Skills and Experience:
- Minimum 3 years of life assurance/investments experience.
- Good understanding of Technical Operations and Investments.
- Excellent attention to detail and strong organisational skills.
- The ability to prioritise effectively and remain organised when working to tight deadlines.
- Competent in Microsoft applications, in particular Word, Excel, Outlook and SharePoint.
- A proactive approach, with the ability to work both independently and as part of a team.
Your specialist: Mark Burman
Quote job ref: 16935
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.
