Administrator - Financial Industry Immediate Start
2 weeks ago
Job Description Desk Administrator - Investment / Finance - Central London / Hybrid Working - £32k-£40k + benefits and bonus
Great opportunity for a Financial Services Client Administrator (or similar), with c2+ years experience in Finance / Investment / Wealth Management to join a small yet successful team
Provide administrative support to investment service activities
Competitive salary and benefits package offered
Hybrid working - 3 days per week in the office
Our client, a successful Investment Management firm, is looking for an enthusiastic, motivated and highly organised Financial Services Client Administrator, with c 2 years experience, to join them as a Desk Administrator.
The role will suit someone with a keen interest in wealth / investment management, our client will help support career progression and further study for those wishing to undertake qualifications.
Although this is a financial administration based position, undertaking traditional ways of working, this is based in a fast-paced and forward-thinking environment. Opportunity: Our client is a well-established, successful investment / wealth management firm. They are extremely client-focused, with an extensive private client base, so they look for warm, personable and highly efficient team members to join them. Our client is offering a competitive salary and benefits package for the right individual, based on experience.
Key responsibilities in this Desk Administrator - Investment Management role will include:
Assisting with new client account opening process
Extensive typing and filing
Proofreading and checking all documentation
Maintaining all records and ensuring the CRM is up-to-date
Preparing payment, transfer and other Investment Administration forms
Ad hoc projects
Previous relevant financial administration experience, ideally client administration
c2 years experience in Investment / Wealth Management
IT literate - MS Excel, Outlook, Word (Advanced) and knowledge of PowerPoint plus fast, accurate typing / keyboard skills
An understanding of the UK Regulatory framework is desirable
A demonstrable interest in City Markets and Private Client Fund Management is beneficial
Interested in this Investment Desk Administrator role?
if this is what you’re looking for, please submit your CV ASAP, quoting ‘AE - Desk Administrator - Investment Management’
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