Client-Facing Investment Administrator

Redmayne Bentley LLP; Leeds; On-site; GBP 26,000 - 34,000; Full time

Job summary

Redmayne Bentley LLP invites applications for an Investment Administrator role in Leeds. You will be a client-facing point of contact, handling queries via phone, post and email while providing timely admin support to Investment Managers and Executives.

The role offers development within investment management and financial services, with exposure to client journeys, regulatory compliance and high standards of accuracy and service.

Qualifications

• At least 1 year of providing administrative support within a front-office team such as Investments, Wealth Management, Financial Planning or Stockbroking.
• Strong awareness of common Investment Management investment vehicles (Funds, Trusts, ISAs, JISAs)
• Previous experience or exposure to continuous improvement/change initiatives or projects
• Good understanding of back-office processes (i.e. Client Onboarding, Transfers, Client Cash Management) and how they impact client outcomes.

Skills

Adaptable and Resourceful

Client Focused

Collaborative

Detail-Oriented

Embraces Change

Organised

Patient

Proactive

Professional Communication Skills

Job description

Redmayne Bentley LLP invites applications for an Investment Administrator role in Leeds. You will be a client-facing point of contact, handling queries via phone, post and email while providing timely admin support to Investment Managers and Executives.

The role offers development within investment management and financial services, with exposure to client journeys, regulatory compliance and high standards of accuracy and service.