Investment Administrator
| Location: | Stevenage |
|---|---|
| Term: | Permanent |
| Salary: | £Dep on exp |
| Reference No: | ARMSSTEV |
Investment Administrator
An excellent opportunity has arisen for an Investment Administrator to join a professional and growing business in Stevenage which specialises in Discretionary Investment Management.
The role is an interesting and varied administration role with the potential to progress as the company continues to expand and the right candidate will be encouraged and supported to obtain examinations such as the IMC.
Main Duties and Responsibilities:
To assist with the efficient management and administration of client portfolios mainly held on wrap platforms and provide general support to the Investment Managers, Consultants and Business Assistants.
Client meeting preparation to include but not be limited to; preparing and printing valuations, recent portfolio transactions, portfolio performance information and the preparation of portfolio factsheets.
General administration tasks to include but not be limited to; monitoring overdrawn accounts, managing fee payments, ISA contributions; cash withdrawals, rebalancing, processing deals, updating back office system.
To provide both regular and ad-hoc information to support the Investment team, preparing and distributing monthly performance data and other regular reports.
To respond to investment client enquiries promptly and courteously both verbally and in writing.
To assist with the preparation and maintenance of investment presentations.
Taking the investment meeting minutes.
To carry out regular audits of cash levels and funds held.
Processing risk profiler questionnaires.
Maintaining a structured product information log.
Requirements:
Previous administration within financial services would be an advantage.
The following attributes are also sought:
An analytical mind
- A genuine interest in following markets and world economies
- Good numeracy and computing skills
- Work well in a team
Have excellent verbal and written communication skills