Investment Administrator

3 weeks ago


Birmingham, United Kingdom Bell Cornwall Recruitment Full time

Investment Administrator (12 month contract)

£Bell Cornwall Recruitment is proud to represent a leading investment firm in their search for an Investment Administrator in Birmingham. This role offers a unique opportunity to support two successful Investment Managers in one of the most dynamic teams in the industry. If you're seeking a role that combines rigorous administrative responsibilities with the chance to grow in the financial services sector, this position could be ideal for you.

Client Support and Administration: Provide crucial support to Investment Managers, handling a diverse client portfolio that includes private clients, professional clients, IFAs, and charitable organisations. Manage all associated administrative duties, including account management and client communication.
Documentation and Compliance: Maintain precise documentation and compliance, focusing on "Know Your Client" information and CRM system accuracy. Organise materials for marketing events and client communications, including quarterly updates and holiday greetings.

Proficient in Microsoft Office applications (Word, Excel, PowerPoint, Outlook).
We want to make finding a job that you will love as effortless as possible and can offer evening appointments to fit around your working life.

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