🌟 Join Our Clients dynamic Team as an Administrator! 🌟
Are you an organised individual with a passion for helping others? Do you thrive in a vibrant, dynamic environment?
If so, we want YOU to become a crucial part of our client's team! We're looking for a proactive Administrator with at least 1 years' experience in a investment fund or financial services. 🎉
Location: Birmingham
Contract Type: Permanent
Working Pattern: Monday to Friday 8.30am - 5.00pm or 9.00am - 5.30am (1 hour lunch)
Salary: 26K - 30K (DOE)
Start Date: ASAP
Office / Hybrid: Office based for first 3 months, Hybrid work model from 3 months onwards 3 days in office / 2 days working from home.
Based in sleek offices in the heart Birmingham, our client are ainvestment company with a great team spirit!
Incredible company benefits:
- Pension contribution (up to 7.5% of your annual salary)
- Death in service benefit - up to three times annual salary
- Employee assistance programme
- Length of service benefits
- Workplace nursery benefit
- Staff training opportunities
The Job
As an Administrator, you'll be at the heart of our clients operations, ensuring everything runs smoothly. Your responsibilities will include:
- The ability to work in a fast-paced office environment, delivering high quality work against tight timescales.
- Updating and competent use of the various internal databases and systems
- Processing and authorising deal instructions to buy, sell and transfer units/shares received by email, post or telephone.
- Placing and confirming portfolio investment trades and liaising with other departments where appropriate.
- Identifying potential issues though analysis of client/agent instructions and liaising with other departments where appropriate.
- Management of electronic dealing systems.
- Updating the register with updates to client or adviser records, including scheduling monthly investment activity (Regular Investment/Withdrawal runs, Adviser Charges).
- Understanding regulatory requirements affecting the role specifically and financial services in general.
- Allocation of work through scanning and categorisation of mail items into Workflow systems
- Flexibility in the role to cover other general office duties as required.
Is this you?
Logical and numerate individual who take's great pride in the accuracy and quality of their work and be prepared to learn.
- Experience in financial services and investing would be desired but is not essential.
- Proven experience in an administrative role-your skills and knowledge are key!
- Excellent organisational and multitasking abilities to keep pace with our dynamic environment
- Strong communication skills, both written and verbal-you'll be the voice of our team!
- Proficiency in Microsoft Office Suite and other office software (experience with CRM systems is a plus!)
Office Angels acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. Office Angels UK is an Equal Opportunities Employer.
By applying for this role your details will be submitted to Office Angels. Our Candidate Privacy Information Statement explaining how we will use your information is available on our website.