Investment Operations Administrator (12 month contract)
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| Job Type | Contract |
| Area | South East England, UKSouth West England & Wales, UK |
| Sector | BankingFinancial ServicesOperations |
| Currency | GBP |
| Start Date | |
| Job Ref | VAC-12612 |
| Job Views | 110 |
- Description
- Renowned investment management company is strengthening its Investment Management Operations Team with the addition of an Investment Operations Administrator on a 12 month fixed term contract. The successful candidate will be required to provide investment administrative support and a seamless service to clients. This role will suit an individual with a methodical approach to work and a keen eye for detail.
Duties to include:
- Responding to client queries and referring to qualified staff where necessary
- Onboarding of new clients and setting up / maintaining client records
- Produce valuation reports
- Processing transfers
- Effecting client payments
- Assisting with putting together client proposals (PowerPoint presentations, meeting packs etc.) and producing client documentation
- Provide clerical support to Investment Managers, where required
Initiative and excellent communication skills both written and verbal are essential to carrying out this role in what is a fast-paced environment. Applicants must demonstrate a keen eye for detail, strong organisational skills and sound IT capabilities (MS Word, Excel, Outlook, PowerPoint), previous relevant experience gained within Investment Management, Wealth Management or Financial Services is essential.
This vacancy is being advertised by Montpellier Resourcing Limited. The services advertised by Montpellier Resourcing Limited are those of an Employment Agency.