Investment Administrator (Winchester)
This job does not exist anymore.
Try running a new search or browse our vacancies.
Or fill in the form below to receive job alerts.
| Job Type | Permanent |
| Area | South East England, UK |
| Sector | Financial ServicesOther |
| Salary | £ COMPETITIVE £ |
| Currency | GBP |
| Start Date | |
| Job Ref | VAC-12747 |
| Job Views | 39 |
- Description
- Investment Administrator (Winchester)
£ COMPETITIVE £
Hybrid Working Available!
Renowned investment management company is seeking to strengthen its Relationship Management Investment Team with the addition of an Administration Assistant. 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 of the Investment Administrator to include:
- Managing client administration processes in a timely manner, including preparing documentation for onboarding and updating records on CRM.
- Responding to any queries from clients, both on the phone or via email, promptly and in a professional manner.
- Maintaining and updating the marketing list on the relevant systems.
- Producing and accurately formatting documentation, including letters and emails.
- Creating presentations and meetings packs for trustee and client meetings
- Managing team and managers' diaries, arranging meetings and organising travel arrangements.
Requirements for the successful Investment Administrator:
- Foundation level understanding of MIFID II
- Strong organisational skills and sound IT capabilities (MS Office, CRM, RID, CMP and mail merges)
- Initiative and excellent communication skills both written and verbal are essential to carrying out this role in what is a fast-paced environment.
- 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.