Are you a sociable and amicable person? You might be a team player with an optimistic outlook and ability to handle tense situations? Maybe you’re extremely organized and coordinated and want to demonstrate an administrative ability to shine?

If you think you can handle a varied support role then consider applying for this role. As an investment admin you will be dealing with basic admin, mail, meeting and greeting guests, being the first point of contact and organising various and frequent client events both internally and externally. You need to be able to handle yourself in the sphere of investment administration so preferably you would have some knowledge and experience with administration, book keeping or just a general interest or ability to deal with numbers. 6 months to 2 years’ experience would be very beneficial however it is not an absolute necessity, providing you represent the front face of the company and demonstrate an ability to handle administrative tasks.

If you’re interested or you reckon you will make the perfect middle man between clients and employee then apply now!

Job Description

Key Areas of Responsibility:

Provide a professional quality of investment service developing existing and new client relationships, and supporting the team, Administration including typing of correspondence, maintenance of Word and Excel databases, filing and scanning and helping out with general office administration, Processing invoices and records, Review current filing system and make improvements – ensure it is maintained the highest standard, Ensuring valuations are produced and dispatched to clients within regulatory timescales, Personal compliance with regulation and promotion of a compliance culture throughout your department.

Qualifications & Experience:

• Educated to GCSE or equivalent level including Maths and English.

• A background in financial services would be advantageous, but is not essential.

Knowledge & Skills:

• Good numeracy, articulate and diplomatic, Excellent written and spoken English skills, detail and quality orientated, flexible team player, The ability to work under pressure whilst remaining highly organised and efficient is key.

*Angela Mortimer Plc is acting as an employment agency for this role. If you have registered with us previously, please contact your consultant to apply*