Investment Administrator
1 day ago
Job Title: Investment Administrator
Job Type: Full-time
Location: Birmingham City Centre
Job Description:
We are seeking an experienced Investment Administrator to join our team at a Wealth Management Company in Birmingham City Centre. As an Investment Administrator, you will be responsible for providing administrative support to our investment managers, maintaining accurate records, and preparing documents for client meetings.
Key Responsibilities:
- Assist investment managers in providing investment services
- Maintain accurate records and information on our CRM system
- Prepare and present PowerPoint presentations and meeting documents for client meetings
- Update our database with revised client details
- Prepare and submit expense claims
Requirements:
- Ability to navigate Microsoft Office applications, including Word, Outlook, Excel, and PowerPoint
- High attention to detail and organizational skills
- Excellent communication and teamwork skills
- Inquisitive mind and eagerness to learn
- Ability to work independently and as part of a team
What We Offer:
We offer a competitive salary and a supportive work environment. If you are a motivated and organized individual with a passion for finance, we encourage you to apply for this exciting opportunity.
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