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Investment Administrator

2 months ago


London, United Kingdom Integrity Talent Solutions Full time

My client is a preeminent global Private Investment Adviser and Money Management firm. They are looking for a French speaking Investment Administrator .

The brokerage team is focused on helping prospects and clients in France by providing specialised financial planning advice through a very common investment account type called Assurance Vie. As a French Assurance Vie Associate, you will help support the team and its ambitious goals. You will coordinate with internal departments, prepare onboarding paperwork, help create sales deliverables, build new processes, and much more. By becoming a part of the new brokerage team, you will expand your knowledge in both finance and this market and be an essential part of a growing business. You will report to your Team Leader who will aid in your job training and ongoing professional development.

Support wealth engineers and investment counsellors with operational requests (portfolio recommendations, system updates, documentation) to ensure outstanding service to prospects and clients
Perform ad-hoc projects and brainstorm process improvements to support a growing department

Fluent French language proficiency and professional proficiency in English
Recruitment process will be in English
You are engaging and can connect with a wide array of audiences by phone and email
Commitment to maintain quality of work while sticking to a timeline