Financial Services Administrator (Investments)

6 month FTC

Hybrid Working Available!

Up to £25,000 pro rata plus benefits  

Due to growth and expansion a fantastic opportunity has arisen to join a leading Investment Management firm based in the Liverpool as they seek an Investment Administrator to join their team to oversee the core functions of account opening and account amendments. You will be the point of contact for Investment Managers working in different departments, providing administrative support and ensuring the completeness of the account opening process.

Duties of the Investment Administrator to include:

• Reviewing all account-related documentation, assessing it’s completeness and monitoring the amendment process through to completion.
• Maintaining money laundering documentation.
• Maintaining account opening documentation and preparing packs for Investment Managers.
• Responsible for promptly banking client cheques and ensuring that all funds are applied on a timely basis.
• Ensure the prompt banking of client cheques and ensuring that funds are correctly applied on a timely basis

Requirements for the successful Investment Administrator:

• High levels of accuracy and numerical skills.
• Previous experience working within financial services, preferably within Investments or Wealth Management
• Strong working knowledge of MS Office, Word and Excel.
• Knowledge of Account opening and amendment systems (e.g. Quasar and RID) is highly advantageous

This vacancy is being advertised by Montpellier Resourcing Associates Limited. The services advertised by Montpellier Resourcing Associates Limited are those of an Employment Agency.