Up to £26,000 plus EXCELLENT bonus and benefits

Hybrid working available

Due to exciting expansion and increasing business needs, a fantastic opportunity has arisen for an Investment Administrator to join a dynamic investment and wealth management firm based the heart of London.  We are seeking a highly organised and detail-oriented Investment Administrator to join this fantastic team. This role offers the opportunity to provide essential support to managers and directors, ensuring the delivery of first-class service to a discerning client base.

Duties of the Investment Administrator to include:

• You'll provide comprehensive administrative support, playing a crucial role in the smooth operation of client services. Your day-to-day will involve a variety of tasks, including:

• Efficiently managing incoming post, including scanning, filing, and allocation.
• Proactive diary and email management for managers and directors.
• Coordinating travel arrangements and processing expense requests.
• Handling client payment processing with precision.
• Managing charitable grant requests and maintaining an accurate grants database.
• Attending client meetings and taking detailed minutes.
• Providing seamless cover during periods of absence.
• Professionally addressing client and internal queries via telephone and email.
• Scanning and accurately filing company documentation within internal systems (experience with CCH systems is a plus).
• Performing data entry and completing internal forms for new clients and closures.
• Maintaining secure records and assisting with peer review preparation.
• Supporting billing processes.
• Undertaking other administrative tasks as needed to support the team.

Requirements for the successful Investment Administrator:

• Previous high-volume administrative experience within a regulated environment such as financial services, accountancy, legal, or banking.
• Strong communication skills, both written and verbal.
• Exceptional organizational and time management abilities, with a keen eye for detail.
• The ability to maintain excellent accuracy and attention to detail, even when working under pressure.
• A minimum of A Levels or equivalent qualification (Diploma, HNC, HND etc.).
• Strong IT skills, including proficiency in MS Office applications. Experience with CCH systems is desirable.

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