Investment Administrator

3 days ago


Birmingham, Birmingham, United Kingdom Bell Cornwall Recruitment Full time

Job Title: Assistant Investment Consultant

Job Type: Full-time

Industry: Financial Services

Company: Bell Cornwall Recruitment

Location: Remote

Job Description:

Job Summary:

Bell Cornwall Recruitment is seeking an experienced Investment Administrator to join our team. As an Investment Administrator, you will be responsible for providing administrative support to investment managers and assisting with the day-to-day operations of the investment team.

Key Responsibilities:

  • Assist investment managers in providing investment services to clients
  • Maintain accurate and up-to-date records on the CRM system
  • Prepare and present high-quality reports and presentations to clients and stakeholders
  • Update client databases with revised information
  • Process and submit expense claims in a timely manner

Requirements:

  • Proven experience in a similar role within the financial services industry
  • Excellent administrative and organizational skills
  • Strong attention to detail and ability to maintain confidentiality
  • Excellent communication and interpersonal skills
  • Ability to work independently and as part of a team

What We Offer:

Bell Cornwall Recruitment offers a competitive salary and benefits package, as well as opportunities for professional growth and development.



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