Investment Administrator

Job Ref: 
EHX1805-47
Location: 
Liverpool
Salary: 
Competitive
Type: 
Permanent

Based within impressive city centre offices, my client is a leading investment management firm who hold an excellent reputation within the market. Due to continued expansion, my client is now looking for a professional and career focused candidate to join their busy team on a permanent contract. The Investment Administrator will be responsible for processing transfers in and out, completing thorough compliance checks and on-boarding new clients.

This is a fantastic opportunity to join a prestigious investment management firm with the offer of a competitive salary and excellent career opportunities!

The Investment Administrator will be responsible for:

  • On boarding client accounts and completing thorough AML checks
  • Ensuring new accounts are quality checked and compliant with industry regulations
  • Ensure all new accounts are set up and mapped correctly
  • Assist with process implementation and improvement
  • Assist manager in production of MI
  • Respond to queries from front office teams/client services in a timely manner

Essential Requirements are:

  • You must have proven experience from the financial services / investment management industry
  • Excellent working knowledge of account opening processes
  • Experience with on boarding / AML would be advantageous
  • Excellent written, verbal and interpersonal skills
  • Proficient IT skills in Microsoft Office, particularly Excel
  • Proven skills in accuracy and attention to detail, particularly when handling high volumes of sensitive data
  • Able to prioritise and work to challenging timescales

If you are looking for an opportunity to gain experience within a highly professional investment management company, then this is the role for you! With an excellent reputation on the Liverpool market, my client can offer a sociable working environment and outstanding career opportunities. If you think you meet the above criteria for the Investment Administrator please apply now using the link below.

 

Apply for this Position

Files must be less than 30 MB.
Allowed file types: txt rtf html odf pdf doc docx ppt pptx xls xlsx xml.