At a Glance
- Tasks: Process investor instructions and ensure accuracy in a fast-paced environment.
- Company: Join a professional investment management company with a focus on quality work.
- Benefits: Enjoy bonuses, pension contributions, private healthcare, and ongoing professional development.
- Other info: Flexible role with opportunities for growth and learning in a dynamic office setting.
- Why this job: Kickstart your career in finance while honing your attention to detail and critical thinking skills.
- Qualifications: High attention to detail and a logical approach; experience in finance is a plus.
The predicted salary is between 30000 - 40000 € per year.
Diligent and conscientious Dealing Administrator sought to work in a professional office environment at an investment management company, delivering high quality work against tight timescales. This is predominantly a data entry role which requires critical thinking. Initiative is required in checking for mistakes/issues and communicating effectively with other team members and management.
Duties will include:
- Processing and authorising investor instructions to buy, sell and transfer shares in the Margetts funds.
- Identifying potential issues through analysis of client/agent instructions and liaising with other departments where appropriate.
- Maintenance of client and adviser details.
- Placing and confirming investment trades and liaising with other departments where appropriate.
- Allocation of work through categorisation of scanned mail items into workflow systems.
- Flexibility in the role to cover other general office duties as required.
An entry level candidate will possess a high attention to detail, have a logical approach and work to tight daily deadlines in a fast paced office environment. A more experienced candidate would have relevant experience within financial services sector or with similar regulatory based roles, be able to identify and develop efficiencies.
The company supports a policy of continued professional development and relevant qualifications and the candidate would be expected to have a desire to increase their knowledge and skills through mastering and understanding all team tasks and completing external courses. Following successful completion of a probationary period, package includes discretionary bonuses, company employee-matched pension contributions, death in service benefit and private healthcare.
Dealing Administrator in Birmingham employer: Margetts
Join a dynamic investment management company that values diligence and attention to detail, offering a professional office environment where your contributions are recognised and rewarded. With a strong commitment to employee growth through continued professional development and relevant qualifications, you will have the opportunity to enhance your skills while enjoying benefits such as discretionary bonuses, a matched pension scheme, and private healthcare. Our collaborative work culture encourages initiative and effective communication, making it an excellent place for both entry-level and experienced candidates to thrive.
StudySmarter Expert Advice🤫
We think this is how you could land Dealing Administrator in Birmingham
✨Tip Number 1
Network like a pro! Reach out to people in the investment management sector, especially those who work at companies you're interested in. A friendly chat can lead to insider info and maybe even a referral!
✨Tip Number 2
Prepare for interviews by practising common questions related to data entry and critical thinking. We recommend using the STAR method (Situation, Task, Action, Result) to structure your answers and showcase your skills effectively.
✨Tip Number 3
Show off your attention to detail! During interviews or networking events, mention specific examples where you caught mistakes or improved processes. This will highlight your conscientious nature and fit for the Dealing Administrator role.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to engage directly with us.
We think you need these skills to ace Dealing Administrator in Birmingham
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Dealing Administrator role. Highlight any relevant experience, especially in data entry or financial services, and showcase your attention to detail and ability to work under tight deadlines.
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for this role. Mention your critical thinking skills and how you can contribute to maintaining high-quality work in a fast-paced environment.
Showcase Your Initiative:In your application, don’t forget to mention instances where you've taken the initiative to solve problems or improve processes. This will demonstrate your proactive approach, which is key for the Dealing Administrator position.
Apply Through Our Website:We encourage you to apply through our website for a smoother application process. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates!
How to prepare for a job interview at Margetts
✨Know Your Role Inside Out
Before the interview, make sure you thoroughly understand the Dealing Administrator role. Familiarise yourself with the key responsibilities like processing investor instructions and maintaining client details. This will help you answer questions confidently and show that you're genuinely interested in the position.
✨Showcase Your Attention to Detail
Since this role requires a high level of accuracy, be prepared to discuss examples from your past experiences where your attention to detail made a difference. Whether it’s catching a mistake in data entry or ensuring compliance with regulations, highlight how your diligence has positively impacted your work.
✨Demonstrate Critical Thinking Skills
The job involves identifying potential issues through analysis, so be ready to share instances where you've used critical thinking to solve problems. Think about scenarios where you had to analyse information and make decisions, and explain your thought process during the interview.
✨Prepare Questions for Them
Interviews are a two-way street! Prepare thoughtful questions about the company’s approach to professional development or how they handle team collaboration. This shows that you’re not just interested in the job, but also in how you can grow within the company.
