Portfolio Administrator

2 weeks ago


Winchester, United Kingdom Montpellier Resourcing Full time

Producing valuation reports
- Responding to client queries and assisting with investigations, ensuring any investment-related queries are referred to certified staff members
- Onboarding new accounts
- Dealing with closures
- Processing transfers
- Processing payments
- Maintaining client accounts
- Produce client and marketing documentation and presentations
- Provide admin support to Investment Managers and arrange meetings
- Maintain CRM

This vacancy is being advertised by Montpellier Resourcing Limited. The services advertised by Montpellier Resourcing Limited are those of an Employment Agency.



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