- Accurately processing client payments
- Processing transfers
- Checking client types, and processing associated fees
- Liaising with customers, regarding payments and funds
Back to searchInvestment Administrator
Meraki Talent Limited
Posted 6 hours ago, valid for 9 days
Northwich, Cheshire CW9 7TN, England
Full Time
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Sonic Summary
- Meraki Talent is assisting a leading Wealth Management firm in Northwich to hire an Investment Administrator.
- The role involves processing client payments, transfers, investment fees, and transactions while ensuring accuracy.
- Applicants must possess strong communication skills and a proven track record in processing client data.
- This is a busy position requiring the ability to manage multiple workloads and meet deadlines.
- The role is a 12-month fixed-term appointment, and the salary is competitive, though not specified.
