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Senior Investment Administrator , Investment Assistant , Wealth Management
JJ SEARCH LIMITED
Greater London
On-site
GBP 40,000 - 45,000
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Job summary
An established industry player in Wealth Management is seeking a Senior Investment Administrator / Investment Assistant to join their dynamic team in the City of London. This exciting role involves supporting the Investment Management team through the client account opening process, preparing client reports, and managing client queries. The ideal candidate will have 3-4 years of relevant experience and possess excellent communication skills, along with proficiency in Microsoft Office tools. Join this reputable firm and contribute to enhancing client relationships while driving process improvements in a fast-paced environment.
Qualifications
- 3-4 years of experience in Investment Administration supporting Wealth Management.
- Strong written and verbal communication skills required.
Responsibilities
- Support Investment Management team with client account processes.
- Prepare client payments and manage internal CRM systems.
Skills
Investment Administration
Client Relationship Management
Communication Skills
Problem Solving
Multi-tasking
Education
Level 3 IOC Qualification
Tools
Microsoft Excel
Microsoft Outlook
Microsoft Word
Job description
This range is provided by JJ SEARCH LIMITED. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.
SALARY 40-45K
The Company
Our client is a Wealth Management company based in the City of London, highly recognised with a fantastic reputation.
The Role
The Senior Investment Administrator / Investment Assistant will support an established Investment Management team and will be responsible for the new Client Account Opening process as well as drafting client reports to coincide with valuations, and dealing with ad hoc client requests and queries.
The Senior Investment Administrator / Investment Assistant is to have the ability to type with accuracy when professionally presenting documents for the Investment Manager to sign off and should ensure all documents have been proof-read.
Keep up to date with filing, internal CRM systems and ensure all information is up to date for year end Investment file reviews.
The Senior Investment Administrator / Investment Assistant is to prepare client payments, receipt and transfer of client funds as well as any other forms for the Investment Manager.
The Senior Investment Administrator / Investment Assistant should be proactive in efficiencies and potential process improvements, as well as be confident in solving administrative problems.
Answering telephone calls from Clients and taking down accurate messages to pass on to the Investment Manager, developing good relationships with private clients, helping with any queries in a professional manner.
The Investment Administrator / Investment Assistant will prepare transactions on the client’s internal systems to be processed by the Investment Manager.
The Candidate
A minimum of 3-4 years Investment Assistant / Investment Administration experience supporting a Wealth Management desk.
Ideally level 3 IOC qualified.
Excellent written and verbal communication skills.
Organised and able to multi-task in a fast-paced environment.
Computer literate with a good knowledge of Microsoft Excel, Outlook, and Word.
Approachable and professional when dealing with clients.
Not Applicable
Full-time
Finance, Analyst, and Administrative
Investment Management, Financial Services, and Investment Banking
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