Middle Office Associate

Middle Office Associate

Boutique Investment Firm

London Victoria

£28-32,000 plus benefits and bonus

We have a fantastic opportunity for a Middle Office Associate to join international wealth management company, to provide administrative support to the company, including liaising with the group regarding project management.

Main responsibilities:

• Prepare analysis and reports for accounting intermediaries and investment managers
• Assist with the production and recording of clients' orders within Custody procedures and the CRM system
• Input orders for trades onto the Custody platforms in conjunction with the CRM system - as instructed by investment managers
• Account opening - Assist the on-boarding process; liaise with the manager, check all Client documentation received, collate, and create the Client file and CRM profile in line with Group procedures
• Assist with maintaining client records
• Provide cover and integrate with the existing HIM administration team
• Assist with the quarterly production of client information packs for hard and soft copy distribution
• Knowledge of Expersoft and Intelligent Office an advantage but not essential

If you are interested and feel as though you would be a great fit, please apply today!