Financial Services Administrator

2 days ago


London, Greater London, United Kingdom Aldrich & Co Full time
Role Overview
Aldrich & Co is seeking a skilled Financial Services Administrator to join our Investment Management team. As a key member of the team, you will provide exceptional support to clients and colleagues alike.

About the Role
This is an exciting opportunity to work in a fast-paced environment where no two days are the same. You will be responsible for supporting the Investment Management team with administrative tasks, including preparing correspondence and meeting reports, processing investor applications, and coordinating investor processes.

Key Responsibilities
• Supporting the Investment Management team with administrative tasks
• Preparing correspondence and meeting reports
• Processing investor applications and coordinating investor processes
• Responding to client queries and attending meetings with clients
• Managing multiple appointments within a shared diary
• Keeping files up to date
• Keeping up to date on compliance and regulation
• Arranging events, lunches, and meetings
• Attending client and compliance briefings

Requirements
To succeed in this role, you will need to have strong MS Office and CRM skills, excellent communication skills, and a hard-working attitude. Experience in financial services is essential, and a good understanding of financial regulations is desirable.

Salary
The salary for this role is approximately £45,000 per annum, plus benefits.

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