Office Administrator (Investments)

Administration and Office - Banking and Financial


RecruitGibraltar are currently helping our client who is a very well established and successful financial services provider who has a great opportunity for a Office Administrator (Investments). This is a challenging role in a company going through an exciting growth phase and represents a great opportunity to progress your career.

What is the plan for the Office Administrator (Investments) role?

To administer a portfolio of trusts and companies and pensions, handling the diverse needs of a number of private clients with focus on effective service, quality, productivity and efficiency.

What will you do as a Office Administrator (Investments)?

Establish initial administration procedure and maintain office administration in conjunction with the Manager.
Liaising with clients and their advisers in respect of service issues, via telephone and other electronic interface.
Execution of client transactions
Maintain client data within a primary management information system
Undertake and manage full time recording and client billing process of self and others
Preparation of correspondence with clients and their advisors
Ensuring that statutory records are accurate
Liaise with intermediary, client and transferring trustees/investment managers whilst transfer proceeding
Provide regular valuations to clients
Preparation of payment instructions, and monitoring execution of instructions
Preparation of minutes, and ancillary documents

What do you know that makes you a great Office Administrator (Investments)?

Previous experience in an administration role ideally within financial services
Confident to speak to clients on the phone and in person
Educated to A level, with passes in O’Level English and Mathematics
Familiar with QROPS / financial services
Ability to identify risks associated with client transactions
Familiar with the main office productivity software Experience of office environment
Attentive to detail
Ability to set own deadlines and work accurately to tight deadlines

You will already live in Malta

Salary circa €16k based on experience with private healthcare.

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