Company:
Fanning Personnel
Location: Boston
Closing Date: 26/10/2024
Salary: £125 - £150 Per Annum
Hours: Full Time
Type: Permanent
Job Requirements / Description
Responsibilities:
- Coordinate the on-going maintenance and reconciliation of client accounts across portfolio management, order management and client relationship management systems; coordinate internally regarding account and client updates
- Review monthly and quarterly portfolio performance information; assist in the creation of GIPS-compliant composite data; thoroughly document all procedures
- Ensure the accuracy of accounting for all charitable donations and alternative impact investments
- Assist in the creation of quarterly client reports; review for accuracy and data integrity
- Ensure that client requests are completed promptly and accurately
- Establish strong working relationships with fellow operations team members and colleagues across the organization
- Identify areas for process improvement and discuss possible solutions
Qualifications:
- Bachelor's degree required
- Financial services experience preferred (1-2 years)
- Interest in sustainable investing a plus
- Excellent organization skills and the ability to perform multiple tasks concurrently, with superior attention to detail
- Strong interpersonal and communication skills required to interact with colleagues and outside contacts
- Technology focused and expertise in all Microsoft applications, especially Excel
- Proficiency in leveraging systems and processes to execute activities with accuracy and efficiency
- Experience with a Client Relationship Management (CRM) software, Salesforce preferred; experience with Advent Software products a plus
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Fanning Personnel