Investment Admin & Data Support for Consultants

JohnstonGreer Ltd; Stirling; On-site; GBP 23,000 - 31,000; Full time

Benefits offered by this job

Bonus

Benefits package

Job summary

JohnstonGreer Ltd in Stirling is seeking an Office Administrator to join a growing national firm providing Pension and Investment sector advice. The role focuses on paperwork and client support for Consultants, with calls kept to a minimum.

Salary £27,000 plus benefits and bonus. You will handle data input, database maintenance, client and provider correspondence, investment valuations, new business processing, and banking tasks.

Qualifications

• Data input and database management experience beneficial.
• Strong attention to detail and accuracy.
• Good numeracy skills and ability to handle data securely.

Responsibilities

• Data input and database work
• Correspondence with clients and providers
• Investment valuations
• New business processing
• Banking and finance tasks

Job description

JohnstonGreer Ltd in Stirling is seeking an Office Administrator to join a growing national firm providing Pension and Investment sector advice. The role focuses on paperwork and client support for Consultants, with calls kept to a minimum.

Salary £27,000 plus benefits and bonus. You will handle data input, database maintenance, client and provider correspondence, investment valuations, new business processing, and banking tasks.