Role: Investment Administrator

Department: Trust

Location: Chichester, UK

Role Type: 12 Months’ FTC

£25,000 - £28,000

An exciting opportunity has opened up for an administrator to join a leading national investment management company at their Chichester office. The role involves delivering administrative support to managers and directors while providing exceptional services to a portfolio of high-net-worth families and trust structures.

Responsibilities of the Investment Administrator include:

• Provide administrative support for the transfer of portfolios and coordinating with relevant departments to ensure seamless transactions.
• Provide administrative support, including reception duties such as answering calls, welcoming guests, and preparing meeting rooms.
• Open client accounts while ensuring full adherence to AML regulations.
• Process and monitor amendments to client accounts, ensuring that all changes in client information are accurately updated.
• Process and monitor account closures, ensuring that all necessary steps are completed in a timely manner.

Requirements for the Investment Administrator:

• Have prior experience in a comparable role within Financial Services, particularly in the Investment or Wealth Management sector.
• Possess a strong understanding of the regulatory environment relevant to our operations.
• Demonstrate a proactive approach in pursuing opportunities to enhance knowledge and understanding, contributing to the ability to perform the role to a high standard.

This vacancy is being advertised by Montpellier Resourcing Associates Limited. The services advertised by Montpellier Associates Resourcing Limited are those of an Employment Agency