Be part of a diverse workforce within a leading investment management firm, providing administrative and regulatory support to a team of administrators.
Reporting to the Managing Director, you will support the delivery of a quality service to clients at all times, ensuring compliance with regulatory policies and procedures on a 25 hours per week basis.
Responsibilities will include:
Processing payments on a timely basis
Monitoring the performance of funds and/or investments
Reconciling investment portfolios and bank accounts
Preparing submissions to the JFSC for approval
Submitting tax returns and reviewing annual financial statements
Experience and skills required:
Previous experience within a financial services organisation
Either hold or currently studying towards a relevant professional qualification
Good working knowledge of fund administration and investment management
Strong organisational and time management skills
Excellent communication and interpersonal skills
If you’d like to find out more information about this opportunity, please call us on 01534 626777 or email jobs@rowlands.co.uk
We are an equal opportunity employer and value diversity at all times.