Our prestigious client has an exciting Administrative opportunity within the Transfer Agency area of the business. Based in their Leeds office, reporting to the Team Leader, you will be part of a busy operation team, carrying out duties relating to Investors.
On a day to day basis, you will Liaise with Investors and other key contacts in relation to the set up and maintenance of funds. You will also receive, process, input and check customer information. Attention to detail and a high degree of accuracy are key within this role. You will also have contact with customers, receiving and responding to queries via phone, email and letter.
- Being part of a large and supportive team in a fast paced, constantly evolving working environment
- Demonstrating and recognising consistent accuracy and quality of work at all times
- Accurately processing, inputting and checking investment instructions
- Communicating via phone, email and letter with investors, key contacts and internal colleagues
- Referring and looking into more complicated queries
- Clearly communicating with customers and colleagues internally
- Supporting our teams based offshore and those less experienced with more complicated queries
- Making sure that all your own work is processed effectively and on time
- Full training will be provided.