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 professional office environment who is ready to make a difference.
Location: Jewellery Quarter, Birmingham
Contract Type: Permanent
Working Pattern: Monday to Friday 8.30am - 5.00pm or 9.00am - 5.30pm (1 hour lunch)
Salary: 26K - 28K (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 of Jewellery Quarter, Birmingham, our client is a growing investment company with a great team spirit!
Previous experience working within financial services would be preferred!
Incredible company benefits:
* 25 days annual leave
* Pension contribution (up to 7.5% of your annual salary)
* Death in service benefit - up to three times annual salary
* Income Protection
* Employee assistance programme
* Length of service benefits
* Cycle to work
* Staff training opportunities
What you'll be doing:
As an Administrator, you'll be at the heart of our 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 through 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 takes great pride in the accuracy and quality of their work and is 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!).
* A proactive attitude, with a willingness to learn and adapt to new challenges.
Ready to Jump In?
If you're excited about the opportunity to make a difference in a supportive and lively atmosphere, we want to hear from you! Please send your resume and a brief cover letter explaining why you'd be a perfect fit for our team to [emailprotected]
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