Job Description

This is a fantastic opportunity to work for an excellent Business, who offers great career progression an enriching working environment with a team of dedicated individuals. You will be preparing reports ensuring all processes and procedures are followed as well as supporting with low risk queries .

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 DIS and IAS reports efficiently
Providing support for the PMS service
To respond to telephone and low risk inbox queries, escalating where necessary
Maintain agreed diary management and record keeping processes relating to ensure appropriate audit trails are kept in line with the Firms compliance standards
Maintain a clear understanding of the concept of Treating Customers Fairly (TCF) and GDPR

Required Knowledge, Skills, and Abilities

The successful candidate will need to have previous experience and knowledge of the Financial Services Market and Investment Products, you will have good working knowledge of Microsoft Word, Excel and Outlook as well as solid communication and articulations skills as well s the ability to multi-task.