Details:
- Salary: £28,000 - 35,000 - Annum
- Job Type: Permanent
- Job Status: Full-Time
- Salary Per: Annum
- Location: Bromley Greater London
- Date: 3 days ago
Description:
Overview
A Well-known investment firm is looking for an Investment Administrator who will play a vital role working with our Investment Managers to ensure the department functions effectively and efficiently.
What You Will Do
* The Investment Administrator role is required to assist Investment Manager(s) in providing investment management services and/or investment advice to a range of significant private clients and professional intermediaries.
* Pre-client meeting preparation including production of new client paperwork, valuations, and performance summaries.
* Assisting with the client onboarding process which includes pre-populating application forms, transfer forms, and producing suitability reports.
* Monitoring of new account openings to ensure cases are submitted and handled appropriately whilst keeping the Investment Manager and client informed.
* Handling telephone inquiries from third parties and clients regarding their portfolios and accounts.
About You
* You will have experience as an administrator working with either a specialist investment house or financial adviser.
* You will be professional and an excellent communicator, both verbally and in writing, and ambitious to progress.
* Good attention to detail and accuracy.
* It is essential that you already live within commuting distance of Bromley