Investment Administrator
Due to a recent internal move and growth my client, a leading independent Investment / Wealth Manager, currently seek an Investment Administrator to join their policy services team. This is an important role which ensures the accuracy of value and investments held in client portfolios - duties will include: Maintaining and setting up client portfolios to ensure they reflect current value and holdingsEnsure documentation is recorder regarding portfolio changesUpdate stockholdings dailyOrganise probate valuationsRegular liaison with brokers regarding client information and instructionsMaintenance of client reportsLiaison with data providers regarding accuracy of data feedsProviding insight and feedback regarding process and procedural improvement. Applicants must possess a keen eye for detail with ideally one to two years exposure to Investment / Financial Services administration. You will be educated to a minimum of GCSE standard having secured C or above in Maths and English. Excellent communication skills and a stable track record are a must along with the ability to provide a consistently high level of service whilst working towards deadlines along with a keen desire to learn. This is a great opportunity to join a leading and respected Investment Manager offering a friendly working environment and generous remuneration package.
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