Meraki Talent is working with a leading Investment Management firm, looking to recruit an entry level Investment Admin to join their team. This is an exciting opportunity for someone looking to develop their career within Financial Services.
This role will be supporting with the day to day operations of the Chichester Office, while kicking starting their career within established financial services organisation.
You will be based in the office 5 days per week.
Investment Admin duties:
* First point of contract of client queries, escalating where appropriate
* Supporting with client administration, such as onboarding, transfers, payments and account updates
* Responding to clients of behalf of investors and conducting relevant research when required
* Updating presentations, packs and client brochures
* Meeting and greeting guests on arrival of the office and post distribution
* Supporting with diary management, scheduling meetings
* Preparing documents and meeting packs ahead of time
* Organise travel arrangements for the office and processing expenses
Person Specification:
* No experience is needed, a pure entry level role, would be ideal for a school or college leaver
* Committed and dedicated to a successful career in financial services
* Strong drive to learn and commit to training
* Keen interesting in developing within an Admin / Customer service role within a professional environment
* Customer services skills, including written and verbal communication