Insurance Administrator
hace 30 días
Manchester
Insurance Administration 10 Months FTC Your new company Hays are recruiting for a 10-month fixed-term assistant to deliver full administrative assistance, supporting the team's clients and managers. This role is based in the Manchester city centre office, Monday–Friday 9-5pm Your new role • You will assist in the preparation and review of client portfolio reports and investment summaries., • Maintain accurate records of client holdings and transactions, • Support the onboarding of new clients, including documentation and compliance checks, • Liaise with custodians and third-party providers to ensure timely execution of trades and updates, • Monitor market news and assist in compiling research for investment meetings, • Provide administrative support to portfolio managers and financial advisorsWhat you'll need to succeed, • Previous experience in financial services, investment operations, or wealth management preferred, • Strong attention to detail and excellent organisational skills, • Proficiency in Microsoft Excel and portfolio management software, • Ability to work independently and manage multiple tasks efficiently, • A genuine interest in financial markets and investment strategies 4720126