Investment Operations Administrator
A good client of ours is currently seeking to recruit for an Investment Operations Administrator to join their team. We are currently working with a highly renowned Investment Management organisation, to recruit for an Investment Operations Administrator to join their team. Our client is a UK-based investment management firm founded in 2003. The firm provides a range of investment solutions, including multi-asset portfolios, individual funds, and thematic investment products. The business is known for its focus on innovation and technology, which it uses to provide clients with a personalised and modern investment experience.The firm operates as an independent investment manager, offering a range of investment products and services to individuals, trusts, and corporations.Our client is seeking an individual to provide support to the investment operations proposition and take responsibility to ensure the desk runs efficiently. Speaking to self-invested investment clients to take orders and instructions to buy or sell securities, answer general queries Managing email inbox of queries and seeking cross departmental support to resolve when necessary.Responsibilities Execute buy & sell trade instructions for self-invested clientsOrganise ISA SubscriptionsExecute withdrawal instructionsSet up and maintain standing orders & monthly withdrawalsEnsuring clients’ accounts do not become overdrawn; fixing this issue if it occursProviding ad-hoc valuations/transaction histories when requested and investigating any client queriesOrganising transfer out of accounts to different providersProcessing account opening/closings and change of service type requestsProcessing corporate action instructionsSending out trade confirmations and tax packs Updating client data on internal systemsManual trade input for any trades that cannot be placed via the Platform Skills Required Excellent telecommunication skillsProven time management, organisation and prioritisation skillsManage busy workloadIdentifying when to escalate issues/complaints with line managerAbility to prioritise workload to meet strict dealing deadlinesAbility to build relationships with internal teams Package Basic salary to £32,000BonusPHIDISIncome ProtectionPension - 6% ER or 8% ER / 2% EE25 days holiday
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