Investor Administrator, Fund Management

West End
£30,000 - £35,000
20 Apr 2021
23 Apr 2021
926130
Administrator
Banking / Finance
Permanent
Full Time

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