Vermilion Client Reporting Specialist
Vermilion Administrator
Administrator, Client Reporting, Client Reporting Specialist, Vermilion Reporting Analyst, Vermilion Administrator, Vermilion Client Reporting
Administrator, Client Reporting, Client Reporting Specialist, Vermilion Reporting Analyst, Vermilion Administrator, Vermilion Client Reporting
Key Words: Administrator, Client Reporting, Client Reporting Specialist, Vermilion, Vermilion Reporting Suite, Vermilion Analyst, Vermilion Administrator
My client a leading asset management firm are looking for an administrator/ client reporting specialist. The successful candidate will be expected to quickly develop an in-depth understanding of the firm’s investment products, funds, accounts and client base, and be confident in dealing with clients directly; experience in the finance industry is therefore desirable.
Key Responsibilities:
• Distribution of monthly, quarterly, annual reporting to investors and associates
• Ownership and maintenance of fund distribution lists
• Dealing with client requests and queries as necessary
• Maintaining up-to-date records of activities in the team’s CRM system
Essential Skills:
• Team player with excellent interpersonal and communication skills
• Excellent Stakeholder management skills essential
• Ability to communicate effectively
• Previous experience in a Client Reporting role
• Previous experience working in the financial industry
• Familiarity with a CRM system
• Familiarity with Vermillion Reporting Suite
To apply for this fantastic opportunity please send your CV to Terry Gwilliams
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