Investment Transfers Administrator

Recruiter
Confidential
Location
Chelmsford
Salary
28000.00 - 34000.00 GBP Annual + excellent
Posted
22 Feb 2021
Closes
22 Mar 2021
Contract Type
Permanent
Hours
Full Time
Due to an increase in workload my client, a leading Independent Investment / Wealth Manager currently seeks several experienced Administrators to assist with the processing of incoming investment portfolios to the company. Duties will include:

* Transfer in of client portfolios including tax wrapped and taxable trading accounts

* Assisting with the transfer of collectives to and from trading platforms

* Monitoring outstanding stock positions

* Stock deposits into nominee company name

* Oversight of trading account transfers from other brokers, ISA accounts and subscription transfers etc

Applicants must possess experience from the Investment / Wealth Management sector ideally with exposure to custody / transfer in administration. Familiarity with CASS and money Laundering rules would be advantageous along with a keen eye for detail and the ability to remain focussed whilst working under pressure. Good communication skills are also essential along with a flexible approach to work with seasonal workloads and deadlines.

This is a great opportunity to join an established and highly regarded Investment / Wealth Management firm offering a generous remuneration package and friendly working environment