A large Financial Services group based in central Douglas are seeking a bright, resourceful, and hardworking individual to join their expanding Customer Services Team. The successful applicant will liaise with clients, companies, and third parties and complete vital operational and administrative tasks.
Complete commission runs, standing orders, valuations, account closures
Update and maintain client data records from simple accounts to more complex Trust structures
Prepare and process outward payments
Monitor the queue to assist with a variety of client queries
Skills & Experience:
Previous investment administration experience
Strong IT skills
Detail orientated with high accuracy
General MS Office experience including CRM, Word, Excel, Outlook
Hours & Benefits:
Full time business hours (37.5 hour working week); 6 month contract, Highly competitive salary.