Investment Operations Administrator

  • Location

    Leeds

  • Sector:

    Financial Planning

  • Job type:

    Permanent

  • Salary:

    £20000 - £22000 per annum + plus Bonus and Benefits

  • Contact:

    David Everingham

  • Contact email:

    deveringham@mbfitzgerald.co.uk

  • Job ref:

    BBBH3204_1633619434

  • Published:

    12 days ago

  • Expiry date:

    2021-11-06

  • Consultant:

    David Everingham

Investment Operations Administrator - Service Agreement & Fees Analyst - Leeds - Salary to £22,000

MB Fitzgerald Recruitment arew currently working with a National Wealth Management Organisation to recruit an experienced Administrator for their Investment operations team in Leeds

The role:

The Service Agreement & Fee's Analyst is responsible for supporting the financial planning teams nationwide by way of processing agreements and fees both accurately and within agreed SLAs.

Responsibilities:

  • Telephone based customer service
  • Accurate record keeping and maintaining the database
  • Set up and maintain service records to include amendments, cancellations and creation of annual invoices when required
  • Support the finance team with any payment defaults
  • Assess client file documents in accordance with compliance requirements
  • Assisting with other areas of the Operational team when required

Requirement

  • Minimum of 1 years of operational experience within the financial services industry
  • Excellent standard of education to included Maths and English
  • This Administrative and customer service focused role requires attention to detail and an excellent telephone manner