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Dealing Administrator - 12 Month FTC
Eingestellt von Resource Solutions Group - Ascentric
Gesuchte Skills: Client
Projektbeschreibung
DEALING ADMINISTRATOR
12 MONTH FIXED TERM CONTRACT
£18,000 - £20,000
As part of Investment Funds Direct Limited (founded 1982), Ascentric's 'Wrap' platform enables Financial Advisers to view value and trade client investment portfolios. The technology we provide gives customers a clearer picture of how their entire portfolio is performing, putting them in control of their investments through their Financial Adviser.
Our goal is to be the independent wrap platform of choice. We strive to achieve this by constantly listening to our clients, by focusing on service delivery and by constantly improving the breadth and depth of our platform proposition.
We are now looking to add a Dealing Administrator to our team based in central Bath on an initial 12 month Fixed Term Contract. Your main responsibility would be to ensure that all trades are executed accurately and in a timely manner. This role would suit applicants with either a proven background within financial services administration or someone looking to build a career within Financial Services/Investment Management.
Responsibilities
- Execute trades on behalf of clients
- Ensure a high degree of accuracy at all times, thereby minimising risk.
- Respond to queries raised either internally or externally in a professional and efficient manner.
- Advise Head of Dealing/Senior Dealer of all outstanding and current issues.
- Undertake additional projects as directed from time to time, by the Head of Dealing/Senior Dealer.
- Ensure MI is input correctly and in a timely manner
Experience/Qualifications
- Previous experience within Financial Services or a relevant degree (or equivalent) would be an advantage but not essential.
- A high level of accuracy and attention to detail is crucial
- Excellent communication skills and problem solving skills
- To be able to deal with complex queries.
- PC literate
Projektdetails
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Einsatzort:
Bath, Vereinigtes Königreich
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Projektbeginn:
asap
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Projektdauer:
Keine Angabe
- Vertragsart:
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Berufserfahrung:
Keine Angabe
Geforderte Qualifikationen
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Kategorie:
IT Entwicklung