Vacancies

Discretionary Administrator

• Start Date: TBA
• Location: Douglas
• Sector: Insurance, Investment, Life Assurance, General Insurance
• Job Type: Permanent
• Hours: Full Time
• Salary: £ TBA
• Reference: 00013095

This role involves the administration of new investment account opening and investment, investment portfolio asset and cash reviews, creation of new security records, collation and control of bulk notifications of cash requirements and unacceptable assets to external account managers.

Further development of asset review and cash management processes, systems and controls within Discretionary Investment and to improve efficiencies and control costs; build and maintain good relationships with investment managers /advisers ensure departmental procedures are maintained and updated in line with their review dates; to be able to carry out specific 'project work' as required by the Discretionary Investment Manager.

You will have a minimum of three years experience of working within an Investment environment at a minimum level of Senior Administrator. Knowledge of Bloomberg securities system and EQ payments system is desirable together with obtaining the Securities Institute (IAQ) covering Introduction to Securities or equivalent examinations.

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