Job Description

Duties and Responsibilities:

• To complete all tasks delegated to them by the Investment Support Supervisor and the Investment Support Senior Administrator to meet SLAs
• Collation and recording of current client data relating to investment holdings
• To deliver accurate reports efficiently
• Providing support for the other services where required
• To respond to telephone and low risk inbox queries, escalating where necessary

Required Knowledge, Skills, and Abilities

Good working knowledge of Microsoft Word, Excel and Outlook Some investment or financial service experience General Admin experience Organisation and time management Communication-written and verbal