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.
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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.
Contact Details:
RGH-Global | People Services Recruitment Team