The Role This is an initial 6 month fixed term contract with the likelihood of the role turning permanent.
You will act as a Customer Service Administrator as part of a team of 8.
Responding to queries via email, post and telephone.
Completing anti-money laundering checks as part of all customer due diligence, internal and external fraud controls.
Office administration, including scanning documents.
Financial Services Experience (desired)
Professional attitude and appearance (office presentable)
Computer literate; Excel, Word and Outlook
The package includes a competitive salary and benefits.
Reporting to Client Services Manager
We are a financial services business, specifically an Investment Manager and an Authorised Corporate Director (ACD) to several ranges of regulated retail funds totalling over £11.The funds managed include multi-manager, direct equity, mixed investments, derivatives and property.
An ACD is authorised by the Financial Conduct Authority to establish and manage Collective Investment Schemes (Funds).
The responsibilities of an ACD include maintaining a register of investors, including the settlement of client money, arranging safe custody and valuing the assets held by funds in order to create buying and selling prices of the funds. If you require any adjustments to the recruitment process, please let us know so we can help you to be at your best.