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Part Time Investor Support Administrator

4 months ago

Bolton, United Kingdom The Marlborough Group Full time

Marlborough Group is a successful investment business that manages over £10 billion for over 200,000 clients and employs some of the UK’s most respected fund managers. The Group has its headquarters in Bolton and offices in London, Lichfield, Peterborough, Bristol and Dublin.

The Group employ more than 235 people across its business lines being:

- Marlborough Limited - The Group’s investment management business
- Investment Fund Services Limited - The groups Authorised Corporate Director (ACD) Authorised Fund Manager business
- IFSL Administration - The Group’s platform business

Marlborough Group’s success has been built on a reputation for excellence in active fund management, with the Group leading the way in industry expertise, service quality, product understanding and added value for our investors.

As we continue with our ambitious growth plans, we are looking for talented people who share our values and will grow and develop as financial services professionals. That means putting our investors at the forefront of everything we do and constantly striving for excellence in the service we deliver.

**Position**:
This role is part time - 15 hours per week. Whilst some flexibility can be given to the working hours, these must cover Thursday and Friday each week.

**Role Purpose**
- Provide exceptional levels of support to the business and investors.
- To process all incoming and outgoing post in a timely manner.
- Ensure adherence to all service level agreements.
- To ensure that client & fund documentation is dispatched in line with relevant deadlines.
- To ensure that all documentation is scanned, indexed and distributed within the document Rmanagement system.

**Key Responsibilities**
- Producing daily/weekly/monthly reports and sending these to the associated stakeholder(s).
- Managing the incoming and outgoing post, including recorded delivery and courier deliveries/collections.
- Distributing and maintaining documents via the document management system.
- Reprinting and posting statements, tax vouchers and stock transfer confirmations.
- Sending literature requests and documents to external clients.
- Welcoming visitors by greeting them, in person, and making them feel welcome (including providing refreshments).
- Maintaining security by following procedures, monitoring the visitor book and the Investor Support diary, and issuing visitor passes.
- Maintaining a safe and clean reception area ensuring that this area always portrays the professional image of the company.
- Receiving incoming deliveries of equipment and sign for postal items - liaising with the appropriate members of staff for the delivery of the items and ensuring they reach their desired destination.
- Archiving - both sending and retrieving files from off site.

**Requirements**:
**Essential Skills**:

- Good numeric skills
- Good attention to detail
- Accurate data inputting skills
- Excellent written and verbal communication skills
- Ability to problem solve and deal with complex queries
- Ability to prioritise & work to strict deadlines
- PC literacy and internet skills

**Beneficial skills**:

- Excellent working knowledge of Microsoft Excel and Word

**Essential Qualifications**:

- 5 GCSE’s Grade A-C (must include Mathematics and English)

**Beneficial Experience**:

- Previous experience in a similar role

**Personal Qualities**:

- Ability to function as part of a team
- Confident manner both written and verbally
- Ability to work under pressure
- Positive attitude
- Ability to be flexible and learn quickly
- Friendly and approachable
- Ability to make a positive contribution to both the team and the Company
- Interest in financial services

**Other information**:
**Benefits**:

- Competitive salary with annual salary reviews
- 25 days annual leave plus statutory bank holidays plus the option to buy / sell up to 5 days.
- 9% non-contributory pension
- Annual discretionary bonus scheme
- Private Healthcare Scheme
- Death in Service at 5 x annual salary
- 35 hour working week
- Training for IOC and other relevant qualifications
- Exam completion bonus £500 (IOC)
- Study leave
- Cycle 2 work scheme
- Eye test reimbursement
- Your birthday off
- Christmas party and paid for social events during the year
- 13 weeks fully paid maternity leave
- 2 weeks fully paid paternity leave

.