Direct Investements Administrator

Location
Cardiff, Wales
Salary
£15500 - £18000 per annum + Pension
Posted
03 Apr 2015
Closes
01 May 2015
Ref
BSAFT
Contact
Hannah Goodchild
Contract Type
Permanent
Hours
Full Time

Direct Investments Administrator

A fantastic opportunity within an established Financial Services company has become available as a Direct Investments Administrator. The position is suited to someone who strives to provide excellent customer service and thrives when working in a fast paced environment.

As a Direct Investments Administrator you will be required to assist the Direct Investments Team in day to day duties making sure all correspondence and documentation is compliant and legally binding, subsequently aiding an efficiently running office.

Duties for Direct Investments Administrator

  • Report directly to the Investments Manager assisting with any problematic developments within current investments
  • Responsibility and management of the Direct Investment Property files
  • Monitoring and reporting on the Group's Direct Property Investment Portfolio
  • Dealing with all records and information for each direct property investment from start of process to finish
  • Liaising directly with third parties in connection with all Direct Investment Projects
  • Collating relevant reports and assessments when required for any Investment case
  • Archiving any disused Direct Investments Documents and files
  • Provide brilliant customer service at all times maintaining a timely and efficient service with a professional and enthusiastic manner
  • Analyse any Direct Investment Reports from third parties, working closely with the Investments Manager

Previous experience within a Finance Administration role is preferred but not essential; however qualification requirement stands at a minimum of 5 A-C GCSE grades, A Level grades or equivalent qualification.