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Senior Investment Administrator

4 months ago

Exeter Devon, United Kingdom Heat Recruitment Full time

Investment Administrator Exeter
A Well-known investment firm is looking for an Investment Administrator who will play a vital role working with the Investment Managers to ensure the department functions effectively and efficiently.

You will be required to assist Investment Managers in providing investment management services and advice to a range of 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 handling application forms, transfer forms, and producing suitability reports as well as monitoring 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.

You will have experience as an administrator, working within 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.