Banking, Finance & Investment Administrator Opportunities

Marshall Moore
10 Feb 2018
15 Feb 2018
Contract Type
Full Time
A number of varied and interesting opportunities have become available within a well-established and highly regarded wealth management firm based in Liverpool city centre. This reputable company are looking to grow their investment administration teams further and are seeking candidates with proven experience in administration, ideally from the financial services, insurance or investment management industry.

There are a number of positions available on both a contract and permanent basis, with excellent opportunities for career development, full training and progression.

Alongside a sociable and friendly working environment, my client can offer a competitive salary up to £19,000 with working hours Monday to Friday 9am - 5pm.

The Banking, Finance & Investment Administrator will be responsible for:

  • Administering and maintaining client accounts including deceased accounts
  • Processing high value transactions and payments within set timescales
  • Settling investment trades and reconciling any failed trades
  • Liaising with internal departments and Investment Managers
  • Updating and maintaining high volumes of financial data using Excel and in-house systems
  • Essential Requirements are:

  • You must have proven office based experience, ideally from the financial services / investment management industry
  • Strong attention to detail, confident communication skills and the ability to work under pressure to strict deadlines
  • Highly organised and able to use initiative when working alone or as a member of a team
  • Ability to demonstrate using Microsoft Excel in the workplace, with strong skills in numeracy and accurate data entry
  • These are exciting opportunities for an individual to join a highly successful Liverpool city centre based firm. Alongside the above duties, you must be able to accurately process high volumes of work to strict deadlines set by both the company and the FCA. Whilst some of the positions are initially on a contract basis, it is a perfect opportunity to gain further experience from the industry and holds the potential to lead to a long-term role. If you think you meet the above criteria for the Banking & Finance Administrator then please apply now using the link below.

    The above vacancy is only one of many thatwe are handling. Marshall Moore specialises in recruiting for all types of administration vacancies within financial services, including:

  • ISA Administrator
  • Settlements Administrator
  • UK and Foreign Payments Administrator
  • Transfers Administrator
  • Reconciliations Administrator
  • Dividends Administrator
  • Corporate Actions Administrator
  • Pensions Administrator
  • Unit Trust Transfers
  • Marshall Moore is a leading specialist accountancy and finance recruitment consultancy. If you would like a confidential discussion about your requirements, please don’t hesitate to call Marshall Moore at our Liverpool office. Alternatively submit your CV for immediate consideration and you will be contacted by one of our specialist consultants.

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