Investment Assistant

Posted on Jul 3, 2019 by CV-Library

Winchester, Hampshire, United Kingdom
Call Center & Customer Service
Immediate Start
£25k - £25k Annual
Investment Assistant Winchester £25,000

We are looking for a numerate and analytical Desk Assistant for an Investment Management Company in the heart of Winchester. This is a new and pivotal role within the company.

This role will provide administration support to the investment services activities.

A brief description of the tasks:

* Resolve administrative queries with clients and Investment Administration

* Draft client reports and correspondence

* Develop Client relationships

* Preparation of transactions for processing

The Person:

* Must have at least 1 year of experience within Financial Services

* Analytical and numerate

* Well organised

* Excellent communicator

* Good written and verbal communication skills

* Computer literate

This is a fantastic opportunity to work within a very reputable firm in central Winchester. Unfortunately there is no parking. We will be shortlisting for this role by 15 July and interviews will be the following week. This will be a temp to perm opportunity so in order to be successful you will ideally be available immediately.

Tate is acting as an Employment Agency in relation to this vacancy

Reference: 210340316

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