Back to search
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 holdings
- Ensure documentation is recorder regarding portfolio changes
- Update stockholdings daily
- Organise probate valuations
- Regular liaison with brokers regarding client information and instructions
- Maintenance of client reports
- Liaison with data providers regarding accuracy of data feeds
- Providing 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.
