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Investment Administrator
4 months ago
Our client a birmingham based Investment Manager have a role within there support team
- The Investment Administrator role is required to assist Investment Manager(s) in providing investment management services and/or investment advice to a range of significant private clients.
- To assist one or more Investment Managers in effective and efficient team support and client administration
- To assist with the administration of regular suitability checks for all clients by preparing fact find forms, suitability letters etc.
- To provide clients and/or their agents with information and reports about their portfolio.
- To ensure all client relationships are properly documented on a timely basis, including checking that "Know Your Client" information and data on the CRM system is maintained.
- Answering phones, dealing with queries from clients and intermediaries, taking appropriate messages.
- Ensuring new accounts and amendments to existing client accounts are opened in a timely and accurate manner
- Update team client task bar with all tasks e.g. client payments/ administration of deceased account, process and delegate client correspondence/ process ISA subscriptions/ internal and external post/ room booking for meetings inc. welcoming and setting up boardrooms
- Undertake mail merges on both the quarterly market updates as well as anticipated mail merges for marketing/ events/ Christmas cards etc.
- Preparing reports, correspondence and other relevant documentation including Investment Proposals and PowerPoint presentations for client meetings
- Update databases with revised client details
- Prepare and submit expenses claims, CPD logs etc.in a timely manner for IMs
- Having a working knowledge of Excel, Word and other Microsoft Office products
- To carry out any other duties, which might be reasonably requested by your line manager to ensure the smooth running of the client base
About You
The ideal candidate is a team player, with the ability to prioritise workloads, and has a high attention to detail.
Have 12-24 months experience within IFA/Private Client Admin
