Portfolio Administration Specialist
1 month ago
Quilter, a leading provider of advice, investments, and wealth management, has a rich heritage dating back to 1771. With over £114.9 billion in investments managed on behalf of its clients, the company aims to deliver excellent client outcomes while embracing innovation and growth.
The RoleWe are seeking a highly skilled Portfolio Administration Specialist to join our Investment Management team in Bristol. As a key member of the team, you will be responsible for providing exceptional administrative support to investment managers and clients, ensuring seamless portfolio management and administration.
Key Responsibilities:- Respond to client and financial adviser queries via phone, email, or letter, utilizing templates and ensuring compliant record-keeping.
- Facilitate the opening of new accounts, ensuring smooth onboarding and efficient communication with clients and stakeholders.
- Assist investment managers with ongoing portfolio management, identifying debit positions, processing client and third-party payments, and monitoring in-specie or cash transfers.
- Build strong relationships with clients and their agents, providing personalized service and timely updates on portfolio performance.
- Prior experience in administration or secretarial roles within the financial services industry, preferably in a regulated environment.
- A keen interest in financial services and a solid understanding of investment management principles.
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Portfolio Administrator
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