Officer (Junior) | Investments

A new opportunity had arisen within the Investments Control team in a highly regarded wealth management company. Within this role you will be responsible for assisting with the oversight and workflow management of the investment team tasks.

Key responsibilities will include:

  • Assisting with oversight and closure of monthly/quarterly/bi annual/annual regular contributions
  • Ensuring all payments/receipts are accurately processed within appropriate timelines
  • Checking accuracy of deals placed with Fund Managers
  • Assisting with the closure and final sign off for investment packs within Service Level Agreement ensuring quality controls maintained

Experience and skills required:

  • Educated to A – level standard or equivalent
  • Proven experience of working to a high level of accuracy and attention to detail
  • Ability to work to tight deadlines and under pressure
  • Good telephone 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.

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Officer (Junior) | Investments

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