Investment Administrator

Meraki Talent are supporting a leading Wealth Management firm who are looking to appoint an Investment Administrator within their Northwich offices.
This is an exciting opportunity to join an existing team, who are responsible for the processing of client payments, investment fees and investment transactions.

Key duties will include;

• Accurately processing client payments
• Processing transfers
• Checking client types, and processing associated fees
• Liaising with customers, regarding payments and funds

This is a busy and demanding role, and applicants must be able to prioritise and juggle various workloads to meet deadlines. It is essential applicants have first class communication skills, both verbally and within written communications. Additionally, it is essential that applicants have a proven track record in processing accurate client data, ensuring accuracy at all times.

This is a 12month fixed term appointment, which offers an opportunity to join a leading wealth management firm, in the heart of Northwich..

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