About this opportunity
This role has been created to support our friendly Investment Management team with their operations. Investment Management team ensures that our clients’ money have been placed and invested in the way that is aligned to our clients’ values.
A normal day would include:
-Producing the correspondence going out to our clients on daily basis using Microsoft Office programmes – Excel and Word
-Creating new spreadsheets with clients’ information using Microsoft Excel
-Producing letters to ensure our clients are aware of the transaction changes.
-Keeping in email contact with clients
-Monitoring trades and settlements on the internal systems.
What you could go on to do
This is the entry level role within the company with the opportunity of progression in either investment operations, investment management or other areas in the business.
How you will be supported
Full training and support will be provided by our expert training and assessment staff at The Skills Company.
Within Castlefield Academy we will also be able to support (including financial support) the job holder in obtaining professional qualifications with CISI.
What will happen next
New applicants to The Skills Company who meet any basic entry requirements of the role will be contacted within two working days to be invited to meet a member of our team. You will then have the opportunity to find out:
• More about this vacancy and any others you are suitable for
• Any training you need to complete
• What the next steps will be
How you could get there
If you would be catching public transport for this role, visit the Journey Planner on www.tfgm.com to see how you would get there and how long it would take.
What you should have to apply
GCSE A- C Maths and English
Attention to details and ability to work in the team.
Microsoft Office knowledge – Word and Excel mainly
Ability to touch-type advantageous