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Investment Administrator
2 months ago
Quilter, a prestigious wealth management firm with over 250 years of experience, is seeking a dedicated individual to join their team in a dynamic role. As an Investment Administrator, you will play a crucial role in supporting the senior Investment Managers and their team in providing exceptional service to clients. This is a permanent role within the Investment Management department, offering great benefits including holiday days, pension scheme, private medical insurance, life assurance, and income protection.
About the Role:
- Respond to client and financial adviser queries
- Assist with portfolio management tasks and client payments
- Coordinate quarterly reporting processes and maintain client databases
- Organize client meetings and handle administrative follow-up tasks
- Open new client accounts and liaise with internal departments
About You:
- Excellent communication and interpersonal skills
- Ability to work independently and take initiative
- Strong organizational skills and attention to detail
- Experience in Wealth or Investment Management is preferred
- Interest in financial services and investment management
- Administrative Financial Qualification is a plus
What We Offer:
- A dynamic and supportive team environment
- Opportunities for career growth and professional development
- A competitive salary and benefits package
- A chance to work with a leading wealth management firm
