Investment Administrator
BWD are working exclusively with a leading multi-family office and private bank who are seeking an Investment Administrator. The firm are currently in a growth phase and therefore need further assistance to support the front office team.As a pivotal member of the team, your role will be to support the Head of Investment Administration and the broader Investment Management Team. Role responsibilities include: - Prepare analysis and reports for accounting and investment managers - Assist in recording client orders and executing trades. - Facilitate the account opening process and maintain client records. - Conducting internal client reviews in collaboration with IM's - Assist in quarterly client information pack production. Essential skills: Minimum 2 years' administration experience in financial services.Flexibility, innovation, and adaptability.Strong interpersonal and communication skills. Knowledge of Expersoft and Intelligent Office an advantage but not essentialBasic salary ranges up to £35k plus a discretionary bonus and generous benefit, including private healthcare, and 10% pension.
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