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Back Office Executive - Manchester, United Kingdom - Praetura Invesments

Praetura Invesments

Verified Company

Manchester, United Kingdom

1 month ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

About Praetura Investments
Since 2011, the Praetura team has been providing market-leading investments for advisers and investors.

Our team of experts from across the industry is passionate about finding the best opportunities in EIS, VCT and BR qualifying companies.

Our wider offering can be summed up in three simple words -
more than money...

That means doing everything possible to support founders in building the best business they can and maximising the value we provide to our investors.

We believe in open and transparent communications with our investors.

We believe in attracting and developing the best people in the financial services industry.

We believe in
more than money.

What does the role look like?

Due to significant growth and scaling of our operation, an exciting role has arisen for a Back Office Executive to join our team in Spinningfields, Manchester.

This is a fantastic opportunity for a hardworking and committed individual to join an ambitious Venture Capital business, to support our growing Client Services function.

The purpose of the role is to provide support for Praetura Investment's clients, financial advisers, and internal teams, ensuring that our excellent service is maintained as our client base continues to expand.

Key duties include:

Deliver an efficient and professional service for all customers and financial advisers
Management and administration of all client administration processes, for the lifecycle of all investments, from onboarding to withdrawal
Input and maintain accurate records on our backoffice system, as well as maintaining our online investor portal
Answer incoming calls, taking the initiative to deal with enquiries raised by our clients and their financial advisors
Provide daily administration support both internally and externally, building relationships and maintaining regular contact with stakeholders
Ensure all processes and tasks are completed to a high standard, and inline with internal Service Level Agreements

Who are we looking for?
We're looking for a diligent and analytical Back Office Executive who will live and breathe our values every day

We do the right thing, we are courageous, we are authentic, we are humble, and, we care._

Other skills and attributes we are looking for are

Previous experience in a client facing role, preferably within an FCA regulated investment manager or financial adviser firm
Strong knowledge of Microsoft 365 programmes is essential, in particular Microsoft Excel
Good organisation skills, with an ability to prioritise your workload and meet deadlines, whilst remaining flexible
Excellent verbal and written communication skills
Takes personal responsibility for consistently delivering high quality work

Interview process