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Investment Administrator
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Investment Administrator
2 months ago
We are seeking a highly organized and detail-oriented Investment Administrator to join our team at Quilter Cheviot. As an Investment Administrator, you will play a crucial role in supporting our senior Investment Managers and Investment Advisers in the management and development of their growing client base.
Key Responsibilities- Respond to administrative client and financial adviser queries by phone, letter, or email, using templates and ensuring all work is saved correctly in a compliant manner.
- Organize bank payments, issue valuations and tax reports, and provide application paperwork and cost information when requested.
- Assist the investment managers with ongoing portfolio management, identifying debit positions and forthcoming standing orders, making client and third-party payments, and monitoring incoming and outgoing in-specie or cash transfers.
- Support the team with the quarterly reporting process and maintain comprehensive databases with up-to-date client details.
- Liaise with clients and financial advisers to book review meetings, including booking meeting rooms, organizing lunches, liaising with our reception team, and updating team calendars with all details.
- Record associated expenses and send any administrative follow-up as directed by the team.
- You will work closely with our clients and their trusted advisers to provide the best service with information regarding their portfolio, necessitating close relationship building with all stakeholders.
- You will be able to act on your own initiative and work independently.
- You will have solid organizational skills to manage your workload and meet deadlines.
- You will understand the importance of precision and accuracy.
- Experience in a similar role as an Investment Administrator within Wealth or Investment Management is ideal.
- You have an interest in financial services or have a good understanding of our services where you can utilize your knowledge and experience within investment management.
We offer a range of benefits, including 26 days of holiday, a Quilter Incentive Scheme, a 10% non-contributory company pension scheme, private medical insurance, life assurance, and income protection.
