Platform Investment Administrator - Bromsgrove, United Kingdom - Ortus PSR

Ortus PSR

Verified Company

Bromsgrove, United Kingdom

2 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

This is a brilliant opportunity to join a national financial planning firm.

You will be responsible for the timely and accurate placement of client's investment instructions onto platforms in accordance with the team's processes and internal policies andother requirements.

Responsibilities

Assisting in the production of accurate client facing material to be distributed to clients as an integral part of asset migration projects
Processing of fund switches on investment platforms within prescribed timescales, whilst being highly attentive to detail and delivering an impeccable client experience
Extraction of client data from investment platforms and third parties
Using Excel and Access, analysing, interpreting and challenging information gathered in order assist in the delivery of asset migration projects
Complying with the relevant Compliance, TCF, T&C, GDPR, MIFID and Financial Crime Procedures of the firm at all times

Skills

Experience using investment platforms
Advanced experience in using Excel is essential, with the ability to use macros, formulas and reformat large data sets
Having an analytical and methodical approach to work with particular emphasis to the details is essential
Highly organised and work well with sizeable volumes of work, often working to tight deadlines, whilst maintaining speed and accuracy