Great opportunity for an Investment Administrator to join an expanding Financial Services provider in Exeter.
Our client seeks a proactive, self-motivated Investment Administrator to assist with the ongoing growth of their Financial Services business, through the provision of a quality bespoke service to their clients.
In this role the successful candidate will provide private client investment administration support including preparation for client account set up and maintenance, dealing with customer enquiries, transfer of clients assets and distribution of valuations and cash statements etc.
To be considered for this role you must have:
Financial Services administration experience
Ideally attained or working towards SI Certificate in Investments or equivalent
Ambition to develop further knowledge of the financial services sector
Ability to work on own initiative and prioritise and manage own workload
Excellent organisational and interpersonal skills
Ability to communicate with clients by post, email, and telephone
Salary (likely to be between Â£16,000 and Â£18,000) is negotiable depending on qualifications and experience, and will be reflective of the high importance of this role to the overall success of the team and the business.
This is an excellent opportunity for an enthusiastic and talented candidate to progress within the Financial Services Industry.
If you are interested in this Assistant Investment Administrator position and would like to know more please send your CV or telephone us for an informal discussion on a strictly private and confidential basis.