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Investment Administrator

2 months ago

York, United Kingdom Walker Crips Full time

**Aim and Purpose of the role**:
To provide administrative support for all Investment Directors and Investment Managers.

**Specific Duties**:
Duties could include, but are not limited to the following:

- Processing new business/accounts and changes to existing business/accounts and maintaining accurate and up to date information;
- Working closely with various administration support departments to ensure accurate and timely records are kept for all clients. Priority being to have processes in place to ensure account set up is accurate and meets client needs.
- Assisting with the preparation of 6 monthly/Annual portfolio clients reviews;
- Liaising with clients, providers, other third parties and other departments as required;
- Ensuring client fees are settled in a timely manner and monitoring department debtors list;
- Maintaining and updating client database;
- Assisting with department mailshots;
- Accurate record keeping and data entry;
- Any other administrative tasks within the department as and when required;
- Filing of own completed work (using Volume Document Management System);
- General departmental filing when required;
- Undertake any additional duties as and when requested by the Line Manager/Director.

**Other Requirements**:

- Articulate with good communication skills;
- Works well on own initiative;
- Ability to manage own, sometimes demanding, workload and excellent time management skills;
- Ability to remain calm and tactful when under pressure;
- High level of care and attention to detail even when working under pressure;
- Ability to work within a team;
- Flexible;
- Organized and passionate about providing quality support;
- Positive outlook and the ability to get on well with other people.
- A level (or equivalent) standard with GCSE pass in English & Maths;
- Computer literacy is essential. Proficient in Word, Excel (including writing formulas), Google Mail/Drive/Sheets/Word and Internet.
- Experience of Document Management System and document scanning an advantage;
- Financial Services administration background. Investments; desirable