Job Description
Diligent and conscientious Dealing Administrator sought to work in a professional office environment at an investment management company, delivering high quality work against tight timescales.
This is predominantly a data entry role which requires critical thinking. Initiative is required in checking for mistakes / issues and communicating effectively with other team members and management.
Duties will include:
- Processing and authorising investor instructions to buy, sell and transfer shares in the Margetts funds.
- Identifying potential issues through analysis of client/agent instructions and liaising with other departments where appropriate.
- Maintenance of client and adviser details.
- Placing and confirming investment trades and liaising with other departments where appropriate.
- Allocation of work through categorisation of scanned mail items into workflow systems.
- Flexibility in the r...