Investment Portfolio Coordinator
4 days ago
About Quilter
- We are a leading provider of wealth management services to individuals and families.
Job Overview
- This is a role for an experienced administrator looking to work in the investment management industry.
The Role
- You will assist three Investment Managers and work alongside a very experienced administrator who has been with our company for several years.
- The individual will report to the senior Investment Manager in the team.
Your Responsibilities
- You will be responsible for responding to administrative client and financial adviser queries by phone, letter or email.
- You will organise bank payments, issue valuations and tax reports, and provide application paperwork.
- You will assist the investment managers with ongoing portfolio management; monitoring of incoming and outgoing in-specie or cash transfers, whilst keeping both the clients, financial advisers and the team appraised of progress.
- You will be pivotal in assisting the team with the quarterly reporting process and be able to maintain comprehensive databases with up-to-date client details.
About You
- You will be working very closely with our clients and their trusted advisers to provide the best service with information regarding their portfolio, which necessitates close relationship building with all stakeholders whether that be internally or externally.
- Ideally you will have experience in a similar role as an Investment Administrator within Wealth or Investment Management.
- You have an interest in financial services or have a good understanding of our services where you can utilise your knowledge and experience within investment management.
Benefits
- Holiday: 182 hours (26 days)
- Quilter Incentive Scheme: All employees are eligible to participate in the incentive scheme, to incentivise business performance and their contribution.
- Pension Scheme: A non-contributory company pension scheme that can be boosted through personal contributions.
- Private Medical Insurance: Single cover as standard with options to increase cover to include your partner or children.
- Life Assurance: 4x your salary.
- Healthcare Cash Plan: Jersey employees only.
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