INVESTMENTS
INVESTMENT ADMINISTRATOR
REF 1407
A long established organisation offering financial services, based in the heart of Douglas, are seeking to recruit an ambitious, meticulous Investment Administrator.
The duties of the role will include:
*Managing and maintaining the correspondence and liaising with clients
*Maintaining client records, databases, documents and files
*Organising the Financial Advisors diaries
*Assisting in preparation of Annual Financial Reviews
*Processing new client information
*Generating valuations and preparing meeting information
The ideal Candidate will have acquired/be able to demonstrate;
*Previous experience in a customer service role would be advantageous
*Excellent written and verbal communication skills
*Motivation to work towards future career development within the financial services industry