Administrator

Administrator

Leading IFA and Investment firm currently looking to appoint an Administrator to the busy team. To work alongside the financial planners and investment manager

Key duties include
* To work as part of a team in the administration of client assets
* To assist with client cash and client money reconciliations

* Tasks and duties include:

o Answering phones and general administration tasks
o Investigation of complex queries
o Processing cheques for banking and setting up electronic payments
o Processing of deals and transfers
o Corporate action and dividend processing
o Stock and cash reconciliation
o Scanning and filing
o Client income requirements
o Creating spreadsheets and working with mail merge documents and completing large-volume client mailings

* Maths and English GCSE or equivalent
* Previous experience in financial services.
* Wealth management administration experience desired but not a necessity.
* Experience with corporate actions, dividends, transfers and settlements desired but not a necessity as a whole.

* Ability to work under pressure and react appropriately to changing work conditions
* Excellent Microsoft office skills (Word, Excel, PowerPoint and Outlook)
* To work hours required to fulfil the role with a flexible approach and willingness to work longer hours as necessary

Please visit the IDEX Consulting Ltd website for further opportunities. If your application is successful we will contact you to discuss the opportunity in more detail within 2 working days of receiving your application. If your application is unsuccessful, the information supplied may still be retained for use in connection with future vacancies. Due to the overwhelming application response we receive through various sources, should you not hear from us within one week then please assume your application has been unsuccessful.