Investment Administrator

Description

• Administration tasks will vary on a daily basis, but will include the opening of new client accounts, arranging payments to clients, and supporting Investment Managers in their preparation for meetings
• You will also be required to assist with the preparation of client suitability letters, the production of investment proposals and presentations, and the distribution of valuations and other documents on behalf of the team
• You will work closely with our clients and their advisers to provide a high-quality service, with the development of relationships, both internally and externally, being of key importance

Requirements

• A keen eye for detail, and a focus on producing work to a very high standard of quality and accuracy, is fundamental to the role
• A personable approach to all interactions is essential, along with an ability to engage effectively with clients and other stakeholders from a variety of backgrounds
• Working knowledge and experience of using Microsoft Office
• Candidates who thrive on relationship building and interaction with others will derive the most satisfaction and reward from this role
• You will preferably have a working knowledge of the financial services landscape, or at least an interest in financial services
• Excellent communication skills are essential
• The desired candidate is someone who wishes to pursue a long-term career in client administration
• You should be comfortable talking to clients on the phone, along with writing and responding to emails and letters
• Ideally you will have experience in a similar role as an administrator within banking, wealth or investment management.
• To be successful in this role you will need be an independent worker and thinker, in addition to having the ability to work closely with colleagues as part of the wider team

Benefits

• The role comes with a highly competitive salary and benefits package, based on experience.

Training + Development

Interview process

Visa Sponsorship

Security clearance