Investment Administrator
3 days ago
Investment Administrator
Birmingham
**Salary**: Up to £25,000 plus market leading benefits, hybrid working, training, exam support, bonus
A well established Investment Management organisation are looking to bring on board a new Investment Assistant to join the outstanding team in Birmingham. You will provide accurate, knowledgeable and client focused support to one of the Senior Investment Managers
Some key responsibilities are below:
- Production of reports to clients including investment suitability reports, investment scheme statistics, fact sheets and investor documents
- Ensuring all regulatory procedures are adhered to including those linked to KYC, FATCA, suitability
- Focused creation and evaluation of client files
- Dealing with corporate actions
- Support and attend client meetings and be a first point of contact for clients. Client relationship skills a must
- Contacting registrars and FM companies for relevant information
- Dealing with general and more technical queries from clients, intermediaries and other 3rd parties
This is of course a small snapshot of the overall responsibilities.
We ideally need someone who has an interest in Financial Services and specifically Investment Management. You will have experience within a financial services support role but this can come from financial planning, investments or pensions and you must be keento learn and develop in the role and full training will be provided to do so. You must sound credible and professional when dealing with clients and have great attention to detail, an excellent and professional telephone manner and be able to forge and developstrong relationships.
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