Our client is seeking a Senior Dealing Administrator to join their Investment Management Department. Previous experience working in a Dealing or Investments based role within the wealth management industry would be an advantage.
• Process dealing instructions for our personalised portfolio bonds, in line with service standards and to an exceptional degree of accuracy.
• Handle customer enquiries from policyholders, advisers and members of the sales team, quickly and efficiently.
• Work closely with colleagues to deliver a positive experience for our customers throughout the life of their policy.
• Assist with ad-hoc investment related tasks as required.
• Liaise with stockbrokers and custodians as required.
Knowledge and experience:
• Ideally a minimum of 2 years dealing experience within the wealth management industry
• Ability to deliver accuracy and quality performance
• Ability to deliver against deadlines and excellent organisational skills
For more information or to apply call us on 01624629676 or email email@example.com