Investor Administrator, Fund Management

Do you have 1-2 years’ experience working in Financial Services?

Are you a confident communicator who thrives in a client facing role?

Looking to build your career in fund administration?

If the answer is yes; we’d love to hear from you.  Particularly if you are strong on processes and IT and enjoy being part of a successful team.

What you’ll be doing day-to-day:

• Processing investor applications and coordinating investor processes, including KYC
• Responding to client and advisor queries
• Processing transfers and withdrawals
• Maintaining CRM system – scanning and filing all new investor documents
• Maintaining up to date understanding of risk and regulatory requirements
• Providing support with administration, investor communications, events and meetings.

The skills you need to bring:

• Educated to A level standard plus one year’s work experience
• Advanced MS Office, especially Excel and Word
• An understanding and interest in Financial Services
• Strong customer service skills
• Confident communication skills
• Hard-working attitude