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 role to cover other general office duties as required. An entry level candidate will possess a high attention to detail, have a logical approach and work to tight daily deadlines in a fast paced office environment. A more experienced candidate would have relevant experience within financial services sector or with similar regulatory based roles, be able to identify and develop efficiencies. The company supports a policy of continued professional development and relevant qualifications and the candidate would be expected to have a desire to increase their knowledge and skills through mastering and understanding all team tasks and completing external courses. Following successful completion of a probationary period, package includes discretionary bonuses, company employee-matched pension contributions, death in service benefit and private healthcare.