Investment Administrator

Posted 22 July by MB Fitzgerald
Easy Apply

One of the markets most prestigious Investment Managers is seeking to recruit an Investment Operations Assistant to be based out of their City offices.

The purpose of the role will be to provide comprehensive administrative support to ensure effective and efficient operations of the team and wider business to deliver an excellent overall client service.

Key responsibilities with include, managing the client administration including transfers, client payments, client on boarding, client account amendments as well as resolving queries from clients either by verbally or in writing promptly, referring investment related queries to qualified staff. You will also be responsible for collating quarterly portfolio valuation reports and produce covering letters as required as well as all other standard administrative duties.

This role is included in the MIFID II information givers regime so individuals will be expected to have a foundation level of understanding about the products/services provided by the client in relation to the portfolios managed.

Candidate must have previous experience of working in a support capacity within the Investment Management or Wealth Management sector and will ideally have made progress (although not essential) with market related qualifications via the CISI of CFA.

A first class opportunity to work for a tier 1 organisation for an individual seeking to develop a long term career within the investment management sector. In return you will receive a highly competitive salary and excellent benefits package.

Reference: 37768334

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