Desk Administrator

3 weeks ago

Broad Street, United Kingdom Carousel Consultancy Full time
Desk Administrator - Investment / Finance - London / Hybrid - £32k-£40k + benefits and bonus
* Great opportunity for a Financial Services Client Administrator (or similar), with c2+ years experience in Finance / Investment / Wealth Management to join a small yet successful team
* Provide administrative support to investment service activities
* Competitive salary and benefits package offered
* Incredible offices, great location and dynamic and sociable environment
* Hybrid working - 3 days per week in the office
Our client, a successful Investment Management firm, is looking for an enthusiastic, motivated and highly organised Financial Services Client Administrator, with c 2 years experience, to join them as a Desk Administrator.
The role will suit someone with a keen interest in wealth / investment management, our client will help support career progression and further study for those wishing to undertake qualifications.
Although this is a financial administration based position, undertaking traditional ways of working, this is based in a fast-paced and forward-thinking environment. The role will be client facing and will involve liaising with HNWIs, therefore excellent communication and interpersonal skills are crucial.
Opportunity: Our client is a well-established, successful investment / wealth management firm. They are extremely client-focused, with an extensive private client base, so they look for warm, personable and highly efficient team members to join them. Our client is offering a competitive salary and benefits package for the right individual, based on experience.
Key responsibilities in this Desk Administrator - Investment Management role will include:
* Assisting with new client account opening process
* Assisting with drafting client reports, documentation and correspondence
* Developing and maintaining client relationships, arranging and assisting at meetings as needed
* Extensive typing and filing
* Proofreading and checking all documentation
* Maintaining all records and ensuring the CRM is up-to-date
* Preparing payment, transfer and other Investment Administration forms
* Ad hoc projects
And more
What we’re looking for:
* Previous relevant financial administration experience, ideally client administration
* c2 years experience in Investment / Wealth Management
* Experience of dealing with processes and procedures
* Excellent written and verbal communication skills
* Demonstrable ability to build and maintain business relationships
* Highly organised, methodical and meticulous nature
* Analytical and numerate
* Ability to multi-task, prioritise and work to deadlines
* IT literate - MS Excel, Outlook, Word (Advanced) and knowledge of PowerPoint plus fast, accurate typing / keyboard skills
* An understanding of the UK Regulatory framework is desirable
* A demonstrable interest in City Markets and Private Client Fund Management is beneficial
Interested in this Investment Desk Administrator role?
This incredibly interesting role will challenge the right candidate; if this is what you’re looking for, please submit your CV ASAP, quoting ‘AE - Desk Administrator - Investment Management

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