Junior Investment Operations Assistant

Brian Durham Recruitment Services; Birmingham; On-site; GBP 25,000 - 35,000; Part time

Job summary

A financial institution in Birmingham is offering a temporary role in their Client Investment Operations team. The ideal candidate will have some experience in Banking Operations and preferably be pursuing a CISI level 3 qualification. Responsibilities include facilitating client transactions, promoting banking products, and ensuring due diligence during account openings. Strong communication skills are necessary for this role.

Qualifications

• Experience in Banking Operations.
• Familiarity with client transactions, transfers, payments, and foreign exchange operations.
• Understanding of banking and investment products.

Responsibilities

• Facilitate client transactions including transfers, payments, and foreign exchange operations.
• Promote and arrange banking and investment products and services.
• Ensure accurate and complete due diligence for new account openings.

Skills

Strong communication skills

Education

CISI level 3 qualification

Job description

This Highly regarded financial institution based in the heart of Birmingham have a new temporary assignment within their busy Client Investment Operations team. This role will suit someone who has gained a modicum of Banking Operations work experience, and preferably have been working toward a CISI level 3 qualification. Duties will include : - Facilitate client transactions including transfers,payments and foreign exchange operations. To promote & arrange banking & Investment products and services. Ensure accurate & complete due diligence for new account openings. Strong communication skills are required.

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