Investment Team Assistant - Birmingham, United Kingdom - Katie Bard (Angela Mortimer Plc)

Katie Bard (Angela Mortimer Plc)

Verified Company

Birmingham, United Kingdom

3 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

This is an exceptional opportunity to join a unique boutique finance firm.

Dealing with all the administration of complex client transactions in to and out of funds, including buying and selling shares.

You will be working with a great team of investment professionals providing support to the day to day transactions as well as setting up client accounts.

Liaising with external parties including IFAs and investment managers you will have good communicationsskills and positive, professional manner. This role is highly detail orientated so you will need to be confident to communicate complex information and enjoy working with financial information and numbers

For more information on the role and career opportunities within the firm please contact Verity Stokes on 0121_633_4443.