Wealth Management Investment Admin Specialist in Worcester

Wealth Management Investment Admin Specialist in Worcester

Worcester Full-Time 27000 - 33000 Β£ / year (est.) No working from home possible
R

At a Glance

  • Tasks: Provide top-notch admin support to Investment Managers and manage portfolio tasks.
  • Company: RGh-Global | People Services, a supportive and experienced team in Worcester.
  • Benefits: Gain valuable experience in finance with potential for career advancement.
  • Other info: Join a dynamic team focused on compliance and client satisfaction.
  • Why this job: Make a real difference in client outcomes while developing your skills.
  • Qualifications: Strong organisational skills and proficiency in Excel required.

The predicted salary is between 27000 - 33000 Β£ per year.

RGh-Global | People Services is seeking an Investment Administrator in Worcester to provide high-quality administrative support to Investment Managers and contribute to positive client outcomes. The role focuses on day-to-day portfolio administration within a compliance-driven framework, collaborating with a supportive, experienced team.

Key responsibilities include handling account openings/closures, managing stock transfers, and producing Excel reports.

#J-18808-Ljbffr

Wealth Management Investment Admin Specialist in Worcester employer: RGH-Global | People Services

At RGH-Global | People Services, we pride ourselves on being an exceptional employer, offering a supportive and collaborative work culture that empowers our Behaviour Analysts to make a real difference in the lives of individuals. Located in Leicestershire & Nottinghamshire, we provide ample opportunities for professional growth and development, alongside competitive benefits that reflect our commitment to employee well-being and job satisfaction.

R

Contact Details:

RGH-Global | People Services Recruitment Team

We think you need these skills to ace Wealth Management Investment Admin Specialist in Worcester

Administrative Support
Portfolio Administration
Compliance Knowledge
Excel Proficiency
Account Management
Stock Transfer Management
Client Relationship Management