Investment Administrator - Tax & Reporting - City, Liverpool, United Kingdom, L1

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Located in the heart of Liverpool city centre, my client is a professional and well-established wealth management company, with an excellent reputation in the industry. Due to ongoing success, this company is looking to develop their operational department further and they currently have a fantastic opportunity for an Investment Administrator to join their team on a 10 month basis. The successful candidate will have proven experience from the financial services industry, with a genuine interest in gaining a foot in the door in the investment industry.

Key responsibilities for the Investment Administrator - Tax & Reporting

  • Offer technical advice and guidance relating completion of self-certification forms
  • Produce daily monitoring of client status reports and notify relevant parties to ensure correct taxation is applied
  • Provide clients and internal contacts with technical guidance on completion of all self-certification forms
  • Review purchases made for US clients on a daily basis to ensure that securities that do not meet SEC qualifying criteria are not purchased Notify relevant parties if ever this does occur
  • To review and process accounts in the account opening queue ensuring timely completion
  • Review account amendments to ensure any changes of tax status are identified and actioned as appropriate
  • Monitor, respond or escalate as necessary any emails received in the department mailbox
  • Assist in the production monthly and quarterly regulatory reports for submission to the various authorities
  • Assist in ensuring the departments procedures are accurate and up to date
  • Assist in the preparation and distribution of client correspondence meeting regulatory timeframes
  • Review documents provided by clients to ensure department standards are met
  • Identifying any issues/failures in client documentation which need to be reported and resolved
  • Periodic review of client tax status and holdings to ensure appropriate tax treaty benefits are received
  • Undertake any ad-hoc requests as and when requested

Essential Requirements are:

  • You ¬≠must have proven experience from the financial services industry
  • Excellent skills in organisation and planning
  • Proven skills in accuracy and attention to detail when handling financial data
  • Confident I.T skills
  • Effective communicatory with strong written and verbal skills

This is a fantastic opportunity for an experienced administrator to join a market leading company on a temporary basis. Alongside a friendly working environment and a thorough training scheme, my client can offer a competitive salary and excellent benefits package.

If you have all of the above requirements for the Investment Administrator - Tax & Reporting position, then please apply now using the link below.

The above vacancy is only one of many thatwe are handling. Marshall Moore specialises in recruiting for all types of administration vacancies within financial services, including:

  • ISA Administrator
  • Settlements Administrator
  • UK and Foreign Payments Administrator
  • Transfers Administrator
  • Reconciliations Administrator
  • Dividends Administrator
  • Corporate Actions Administrator
  • Pensions Administrator
  • Unit Trust Transfers

Marshall Moore is a leading specialist accountancy and finance recruitment consultancy. If you would like a confidential discussion about your requirements, please don't hesitate to call Marshall Moore at our Liverpool office. Alternatively submit your CV for immediate consideration and you will be contacted by one of our specialist consultants.