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Investment Adminsitrator
Job in
Liverpool, Merseyside, L1, England, UK
Listed on 2026-09-10
Listing for:
Marshall Moore Recruitment Limited
Full Time
position Listed on 2026-09-10
Job specializations:
-
Finance & Banking
Office Administrator/ Coordinator -
Administrative/Clerical
Office Administrator/ Coordinator, Data Entry
Job Description & How to Apply Below
Key Responsibilities:
Updating client details Producing investment reports and sending to clients Updating CRM databases and general administration Liaise with financial advisors Required skill set:
Previous experience in Wealth Management, Accountancy or other professional services Knowledge of ISA's preferred High accuracy and attention to detail Ability to prioritise own workload and meet deadlines Apply now for more information!
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