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Fund Management Administrator

2 months ago

London, Greater London, United Kingdom Aldrich & Company Limited Full time

Aldrich & Company Limited: Fund Management Administrator

£30-40,000 + benefits

A leading financial services firm is seeking a highly organized and detail-oriented Fund Management Administrator to join their team.

As a Fund Management Administrator, you will play a crucial role in supporting the Investment Management team and their clients. If you have exceptional communication skills, a strong work ethic, and a passion for financial services, we encourage you to apply.

Key Responsibilities:

  • Provide administrative support to the Investment Management team, including preparing correspondence and meeting reports
  • Liaise with dealers and brokers to ensure seamless communication
  • Process investor applications and coordinate investor processes, including KYC
  • Respond to client queries and attend meetings with clients
  • Manage multiple appointments within a shared diary
  • Keep files up to date and ensure compliance with regulatory requirements
  • Arrange events, lunches, and meetings as needed
  • Attend client and compliance briefings to stay informed

Requirements:

  • Experience in financial services or a related field
  • Excellent client-facing skills and communication abilities
  • Strong organizational and time management skills
  • Proficiency in MS Office and CRM software