Investment Administrator
BCR/AB/11145
Birmingham City Centre, West Midlands
£28,000
9 month FTC
Bell Cornwall Recruitment are pleased to be hiring for an Investment Administrator for a Wealth Management Company located in Birmingham City Centre.
Candidate responsibilities:
- Assist investment managers in providing investment services
- Maintain Information on the CRM system
- Prepare PowerPoint and meeting documents for client meetings
- Update database with revised client details
- Prepare and submit expense claims
Skills needed
- Ability to navigate Microsoft word, Outlook, Excel and PowerPoint
- High attention to detail
- Team player
- Inquisitive mind and eager to learn
- Work off own initiative
If you are experienced in this field and are interested in learning more about this role, please get in touch
Interested? Please click the 'APPLY' button now!
BCR aim to get back to all successful applicants within 24 hours however if you have not received a response within this period then it may be that your application has been unsuccessful.
BELL CORNWALL RECRUITMENT
We want to make finding a job that you will love as effortless as possible and can offer evening appointments to fit around your working life.
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(For the purposes of recruiting for this vacancy Bell Cornwall Recruitment is acting as a recruitment agency. Bell Cornwall Recruitment is an equal opportunities employer who welcomes applications from all age groups)
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