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investment Assistant

4 months ago

Exeter, United Kingdom Heat Recruitment Ltd Full time

OverviewA Well-known investment firm is looking for an Investment Administrator who will play a vital role working with our Investment Managers to ensure the department functions effectively and efficiently.What You Will Do * 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 and professional intermediaries. * Pre-client meeting preparation including production of new client paperwork, valuations, and performance summaries. * Assisting with the client onboarding process which includes pre-populating application forms, transfer forms, and producing suitability reports. * Monitoring of new account openings to ensure cases are submitted and handled appropriately whilst keeping the Investment Manager and client informed. * Handling telephone inquiries from third parties and clients regarding their portfolios and accounts.About You * You will have experience as an administrator working with either a specialist investment house or financial adviser. * You will be professional and an excellent communicator, both verbally and in writing, and ambitious to progress. * Good attention to detail and accuracy. * It is essential that you already live within commuting distance of Exeter