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Investment administrator Jobs in West Yorkshire
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Investment Administrator
York, North Yorkshire
This key position will involve managing client enquiries and administration, processing new business, preparing reports and fund valuations and acting as a point of contact for IFA queries. Our client runs a highly professional organisation and seeks a high calibre candidate with experience of working with Cofunds and Avelo software packages. To ap....
Updated 26th May 2012 - Ref: 83269838 -
Finance & Investment Administrator
York, North Yorkshire
Day to day duties will be- **Setting up new customer files, processing new business **Logging information on the system **Providing probate valuations **Contacting 3rd parties as & when required if files have missing documentation **Client Servicing, providing valuations etc **Other ad hoc admin duties Skills required - MS Excel MS Word MS Outlook ....
Updated 26th May 2012 - Ref: 83269708 -
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