Skip to the content

My South West Jobs

Administrator with I.A.Q. required!! Jobs in Bath (City Centre) on your local Bath (City Centre) jobs site. Careers in Bath (City Centre), local employment and work in Bath (City Centre).

Job Search

Quick Search

Administrator with I.A.Q. required!!

This job has expired, and cannot be applied for.

  • Posted By: Flair 4 Recruitment
  • Address:
    • 155 Whiteladies Rd
    • Clifton
    • Bristol
    • BS8 2RF
  • Contact: 0117 9706505
  • Date Posted: 15th Dec 2008
  • Salary: £19,000 - £23,000
  • Location: Bath (City Centre)
  • Reference Code:
  • Views Since Posting: 30
  • Full Description:

    Our client, a financial services company based in central Bath is seeking a client services administrator to join their team.

    Role:
    To process corporate action events, dividends and interest received within the required timeframe and to provide administration support.

    Responsibilities:
    • To process all equity, unit trust, income and accumulation units received ensuring a high degree of accuracy at all times
    • To deal with any client/IFA queries received by post, email, fax or phone
    • Ensure that all new systems, procedures or policies are followed
    • Being an established source of knowledge to all IFAs, clients and other staff members
    • Taking on ad hoc duties and tasks

    Qualifications/Experience required:
    • At least 2 years experience of working in a similar role
    • Investment Administration Qualification (IAQ)

    Ideal candidate:
    • Previous experience in Financial Services preferable - Global Custody, Investment Management or Funds/Equity administration, Stockbroking
    • Previous experience in Corporate Action administration would be a preferred requirement, including Crest procedures
    • An good understanding of investment products and share types
    • Good understanding of dividends, including tax treatments for both UK and Overseas income received
    • A team player
    • Confident manner both written and verbally
    • Attention to detail
    • Ability to work under pressure
    • Positive attitude
    • Ability to make a positive contribution to both the section and the Company

    Salary: £19,000-£23,000 per annum

    Hours: 9.00 a.m. – 5.30 p.m., Monday to Friday - flexibility is required

    If you would like to be considered for this role, please email a copy of your CV to Nissa@flair4recruitment.co.uk or call 0117 9706505 to discuss!

Recruiters

Advertise with us

Advertise your job now Set up an online account and begin recruiting today

Speak to one of our specialists to improve your recruitment contact us .