Senior Investment Administrator

  • Job Reference: MF684
  • Date Posted: 4 June 2021
  • Recruiter: McKenzie Fox
  • Location: Douglas
  • Salary: On Application
  • Sector: Banking & Financial Services
  • Job Type: Permanent
  • Work Hours: Full Time
  • Contact: Admin Admin
  • Email: info@mckenziefox.com
  • Telephone: 01624 698900

Job Description

SENIOR INVESTMENT ADMINISTRATOR | ref.MF684

Our client is currently seeking an experienced Investment Administrator to join their busy team due to an increase in new business. This is an exciting opportunity to join a growing and dynamic team on a permanent basis.  

The role holder will be responsible for liaising with clients and dealing with queries, delivering a first class service to customers, assisting with the preparation of investment reports, attending meetings and the implementation of asset policy / investment monitoring for clients within regulatory guidelines.

The successful candidate will have at least 5 years investments or dealing experience along with working knowledge of Excel and experience preparing investment reports. The role holder will ideally be RDR investment qualified or willing to work towards the qualification.

To discuss this role further please email your CV to jobs@mckenziefox.com or call us on 01624 698900 quoting reference MF684.