Investment Administrator

Details of the offer

Are you a graduate looking to build a career in Wealth Management?
Do you have strong administration and customer services skills?
Our client, a growing International Investment Platform, is looking for an Operations Administrator to join the Client Services team in their Bath office.
Role Responsibilities: Handling telephone enquiries Oversight of incoming ISA transfers, GIA & ISA withdrawals Find solutions for clients and engage with colleagues to improve the customer journey Attend and contribute to daily huddles and monthly team meetings Provide constructive feedback to the Operations Manager on any process improvements Your skills: Excellent interpersonal and communication skills Ability to work independently and in a team to meet objectives Strong attention to detail Self-motivated, proactive, and eager to learn Energetic and enthusiastic, with a strong passion for success If this sounds like you, please apply today.


Nominal Salary: To be agreed

Source: Talent_Dynamic-Ppc

Job Function:

Requirements

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