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Ipswich

    Financial Services Administrator Full Time Permanent - Ipswich, Suffolk, United Kingdom - Time Appointments

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    Full time
    Description

    Are you looking for a career within financial services? Are you looking for a position where you can progress and receive ongoing training, development, and access to professional qualifications? Time Appointments are working on behalf of a prestigious financial services company based in Ipswich, who are currently looking for a Portfolio Administrator to join their fantastic team As a Portfolio Administrator, you will be responsible for the administration of the Firm's Multi-Manager and Portfolio Management Services.


    This is a fantastic opportunity to learn about the current market, financial services, and gain experience within a reputable company.

    Maintaining the client database


    • Monitoring of cash flows and stock transfers
    • Monitoring existing portfolio cash levels
    • Checking management fees, monitoring pay-aways, and journals
    • Checking contract notes
    • Proof-reading research content
    • Gathering data for reports and meeting agenda items
    • Dealing with investment manager queries / requests
    • Good standard of education, especially English and Maths
    • Previous administration experience
    • An interest in financial markets particularly Bonds, would be advantageous
    • Good level of competency in Excel
    If you like the idea of working for a reputable company, who will support your growth and development - this could be the perfect role for you


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