Investment Administrator

  • Location
    Exeter, Devon
  • Category
    Admin. Secretarial and PA - Administrator
  • Contract Type
  • Salary
    £ 18000 - £ 23000 / Year
  • OrganizationType

OB TITLE: Administrator (Financial Services)


HOURS: Monday to Friday 9-5.30pm

SALARY: £18,000-£23,000 (Dependant on Experience)

BENEFITS: Generous Holiday, Discretionary Annual Bonus Scheme, Contributory Pension, Income Protection Insurance

THE COMPANY: A financial management company specialising in investments based in Exeter. The company have a fantastic reputation and really support in their staff and their training. Offering a fantastic career for an ambitious, driven individual, or for someone looking to expand on already established skills wanting a stable company to join.

THE ROLE: The main purpose of your role will be to work within a team of administrators supporting the Investment Managers in all aspects of their administration acting as a PA to them.

Daily duties will include:

  • Client account set-up and maintenance

  • Dealing with client email inbox

  • Maintaining client contact databases

  • First point of contact for the phones

  • Processing client payments

  • Ensuring that all communication received from clients and investment managers are actioned promptly and efficiently

  • Supporting the Investment Managers with any administration tasks

  • Diary Management

  • Occasional reception cover

  • The successful candidate will have:

  • Strong computer skills

  • Meticulous attention to detail

  • Accurate typing skills

  • Administration skills

If you have worked within a Bank/Building Society or financial setting this would be an advantage but in no way is it essential and any background with transferrable skills will be considered.

If you are interested in finding out more please apply online, email or contact the office on 01392 426200.

Office Angels acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. Office Angels UK is an Equal Opportunities Employer.

By applying for this role your details will be submitted to Office Angels. Our Candidate Privacy Information Statement explaining how we will use your information is available on our website.

To speak to a recruitment expert please contact Evie Middleton