Experienced Financial Services Administrator

  • Ref: EHX232
  • Industry: Financial Services
  • Categories: Senior Investment Administration
  • Location:
  • Salary:
  • Type: Permanent

About the Role

An excellent opportunity for someone with financial services experience; a varied, interesting role with great career progression.

Company Benefits:

  • Study support for relevant qualifications
  • Private medical and life insurance
  • Generous pension contributions
  • Liverpool city centre offices

Role responsibilities:

  • Ensure the effective closure of client accounts and opening of estate accounts.
  • Process internal cash transfers
  • Reconciliation of stocks and cash
  • Calculate fees
  • Carry out thorough accuracy checks of your own work and colleagues work.
  • Ad hoc project work

Role requirements:

  • High level of accuracy, concentration and attention to detail
  • Ability to prioritise workloads
  • Good working knowledge of Microsoft Office including Excel
  • Effective problem solver, generating practical solutions to complex issues

Apply now if you have the relevant experience!

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