Investment Administrator - Heat Recruitment : Job Details

Investment Administrator

Exeter

Basic £23,000 - £25,000 plus excellent package

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 Exeter.