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Job Location | Bromsgrove |
Education | Not Mentioned |
Salary | £18,000 - £25,000 per annum |
Industry | Not Mentioned |
Functional Area | Not Mentioned |
Job Type | Contract, full-time |
Investment Administrator - ASAP StartContract - 6 MonthsBromsgrove £20,000 - £25,000SF Recruitment are pleased to be working in partnership with a dynamic and progressive company based in Bromsgrove. Our client is currently seeking an experienced Investment Administrator to join their successful team immediately.As the successful candidate, you will be responsible for; - Processing client requests quickly and efficiently; - Assist the team in producing accurate client facing material to distribute; - Ensuring all customers, clients and third parties to the business are conducted professionally and in a courteous manner; - Extract client data from investment platforms and third parties; - Analyse, Interpret and challenge information gathered in order to assist in the delivery of asset migration projects; - Process fund switches within prescribed timescales; - Comply with the relevant complaince, TCF, T&C, GDPR, MIFID and Financial Crime procedures; To be considered for this position, you must have; - Previous experience using Investment Platforms; - Advanced Excel skills, using Macros, formulas and reformat large data sets; - An analytical and methodical approach to work, - A high level of attention to detail; - Strong organisational skills and can work towards tight deadlines Please send your CV to to be considered for this post.