Senior Administrator - Liverpool, United Kingdom - Marshall Moore Ltd

Marshall Moore Ltd

Verified Company

Liverpool, United Kingdom

2 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

Senior Administrator ( Investments)

Market leading salary & benefits
Flexible working

The firm:

An independent Accountancy & Wealth management company with an excellent reputation in the North West.

The role:

Completing nonclient facing tasks in relation to the preparation and administration of recommendations being made
Liaising with our financial advisers as appropriate
Acting as a potential point of contact for our clients and dealing with their queries in an efficient and timely manner
Making sure any updates and reports are issued to our clients in a timely manner
Must have experience of Intelligent Office software, this is _
essential._
Experience of monthly income management facility, adding and matching receipts and statements, closing month end, generating invoices and use of the ongoing income and analysis reports for the management team.

What they offer:

-
Market leading salary & benefits:

-
Flexible working:

-
Incredible progression

Salary:
£30,000.00-£40,000.00 per year

Benefits: