Investment Administrator Wealth management

England, London, City of London
£30000 - £40000 per annum + Excellent benefits and discretionary bonus
15 Feb 2021
15 Mar 2021
Ciara Lloyd
Job Title
Team Assistant
Industry Sector
Banking / Finance
Contract Type
Full Time

Investment Administrator Wealth management
£30,000 - 40,000
City based
Are you an experienced Portfolio Administrator from an Investments background? Our client is a well established Wealth Management firm that is expanding further and is now one of the Top 5 in their sector.
They urgently need experienced Investment Administrators, to support Portfolio managers and their team with a wide range of client portfolio support and compliance.
Your remit will include the following;
Dealing with the administration for the team's Execution, Advisory and Discretionary business
Preparing documents for client pitches and meeting
Responding to client queries,
Opening and closing accounts
Placing trades
Transferring stock and updating accounts
Ensuring compliance across all client requests
This is a high pressure role that requires superb client communication and attention to detail.
The ideal candidate must have previous experience in a similar role and may have an IAD qualification although this isn't essential. Please note that this is not a route towards Investment management as a career but is still very much at the heart of the Team's success.
Due to the volume of applications expected and remote working please do not call the office to follow up on your cv.
We will consider each cv but if you are not successful, best of luck in your search.

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