Investment Administrator
4 days ago
**Investment Administrator / Desk Assistant - Investment Management - City of London - up to £38k (DoE)**
Our client, a City based Investment Management company, is looking for an enthusiastic, motivated and highly organised **Investment Administrator / Desk Assistant** to join them.
The role will suit someone with an interest in wealth / investment management, but **please note**: this is not a role with progression into an Investment Manager position; this is an administration role with potential to lead to Senior Desk Assistant or Manager roles.
Although this is an admin based role, the role will be client facing and will involve liaising with high net worth individuals, therefore excellent communication and interpersonal skills are key.
**Opportunity**:Our client is a well-established, successful investment management firm, based in stunning offices near Liverpool Street station. 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 Investment Administrator / Desk Assistant role will include**:
- Resolving administrative queries with clients
- Responsibility for the new client account opening process
- Developing and maintaining client relationships
- Preparing transactions for processing
- Checking contract details against dealing data
- Drafting client reports, documentation and correspondence
- Preparing payment, transfer and other Investment Administration forms
- Ad hoc projects
- Providing secretarial cover when necessary
- And more
**What we’re looking for**:
- Previous investment / wealth management administration experience (minimum of 6 months+)
- Experience of dealing with processes and procedures
- Excellent written and verbal communication skills
- Demonstrable ability to build and maintain business relationships
- Highly organised, methodical and meticulous nature
- Analytical and numerate
- Ability to multi-task, prioritise and work to deadlines
- PC literate - MS Excel, Outlook, Word (Advanced) and knowledge of PowerPoint
- Demonstrable interest in finance
**Interested?**
Reference ID: AE-DAIA01
**Job Types**: Full-time, Permanent
**Salary**: £25,000.00-£38,000.00 per year
Schedule:
- Monday to Friday
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