Client Investment Coordinator

☞ Eight Wealth Management Ltd

View: 112

Update day: 07-05-2024

Location: Southampton South East

Category: Finance / Bank / Stock Sales

Industry: Technology Information Internet

Position: Associate

Job type: Full-time

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Job content

Looking for your next career move? – We are looking for an amazing candidate to join our Client Investment Team. Do you want a job where you can make a difference? Are you passionate about the delivery of exceptional work, motivated by exceeding expectations and delivering results? Then read on…

Being part of Eight, is like being part of a big family. We are an exciting and dynamic team, on a mission to be our best; for ourselves, each other, and of course, our clients. By joining Eight, you will want to share in our RESPECT values. We demonstrate these through what we call the 3Bs: Building Relationships, Being Responsible. Being Amazing!

Requirements

The main role of the Client Investment Coordinator is to work closely with partners and other business teams in relation to creating document packs, preparation and submission of withdrawals, letter writing, preparation of trust paperwork amongst other things. Previous experience of working in a financial services environment would be beneficial.

This is a busy role, so you must be pro-active, be great at organising your work and time, have a great ‘can-do’ attitude and be an excellent communicator and team player.

We also embrace the use of technology; so, you must be willing to embrace new developments when they arise, along with having excellent IT knowledge in MS Office products. Training will be given in all our systems, all we ask for, is a positive attitude towards learning new things!

Benefits

We like to work SMART at Eight in terms of how, when and where we work! So, whilst there is an opportunity to work flexibly, you will be expected to always keep the 3Bs in mind, and work from an Eight office a minimum of 3-days a week and when required by your manager and our clients. We offer an attractive salary and benefits package; however, we are much more than this, we are a family and it’s a great place to work! For further information please contact Sandra Mathias, People Advisor at sandra.mathias@sjpp.co.uk
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Deadline: 21-06-2024

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