Our client seeks an Investments Administrator to join their team on a part-time basis for a 6 month fixed term contract.
Working 9:00am to 3:00pm, Monday - Friday, you will ensure that all transactions and client servicing activities are processed in line with established procedures, regulatory requirements, and service standards.
The ideal candidate will have a minimum of 3 years of experience and an excellent understanding of Investments.
Key Responsibilities:
- Discretionary accounts.
- Stock Transfers.
- Asset Reviews.
- Cash and stock reconciliations.
- Corporate actions.
- Daily valuations for personal portfolio bonds.
- To perform the daily valuations process for internal unit linked funds.
- To ensure the effective communication with internal and external stakeholders.
Key Skills and Experience:
- Minimum 3 years of life assurance/investments experience.
- Good understanding of Technical O perations and Investments.
- Excellent attention to detail and strong organisational skills.
- The ability to prioritise effectively and remain organised when working to tight deadlines.
- Competent in Microsoft applications, in particular Word, Excel, Outlook and SharePoint.
- A proactive approach, with the ability to work both independently and as part of a team.
Quote job ref: 16935
Our client seeks an experienced and pro-active, fully qualified Financial Planning Manager / Adviser to join their [...]
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Part-Time Investment Administrator in Douglas employer: Search and Select
Search and Select provides a supportive and collaborative work environment that fosters professional growth. Employees have access to training and development opportunities, enhancing their skills and career prospects. The company's focus on employee well-being ensures a healthy work-life balance.
