Client Investment Administrator

Nixon Caunce Associates; Ramsbottom; On-site; GBP 27,000 - 30,000; Full time

Job summary

A financial services organization in Ramsbottom is seeking a Client Investment Services Administrator. This full-time, office-based role offers a salary of £27,000 to £30,000 depending on experience. Ideal candidates will have strong communication skills and the ability to work under pressure. Responsibilities include processing client applications, maintaining records, and assisting with meetings. Benefits include an annual bonus, 25 days holiday, and study support.

Benefits

Annual Bonus

25 Days Holiday

Pension

Free Parking

Study Support

Qualifications

• Excellent communicational skills both verbally and written.
• Good systems experience with both Excel and Word documents.
• Ability to work to tight deadlines and under pressure.

Responsibilities

• Processing client's application forms and investment transactions, adhering to strict SLAs.
• Maintain accurate and up-to-date client records.
• Prepare regular operational reports for the board of directors and investment committee.
• Assist with meeting preparation, which includes producing reports and taking meeting minutes.
• Liaise effectively with investment advisers, third-party providers and custodians.
• Manage and resolve client and adviser queries in a professional and timely manner.
• Proactively identify and address potential issues with the investment administration process.
• Assist the investment manager with research on model portfolios and underlying funds.

Skills

Excellent communication skills

Systems experience with Excel and Word

Ability to work under pressure

Team player

Job description

Client Investment Services Administrator / Ramsbottom – North Manchester / Permanent Role / Salary £27,000 – £30000 Dependent on Experience + Excellent Benefits / Full Time Office Based

Client Investment Services Administrator Benefits

• Salary – £27,000 – £30,000 Dependent on Exp


• Annual Bonus


• 25 Days Holiday


• Pension


• Free Parking


• Study Support

Client Investment Services Administrator Role

NC Associates are working exclusively with a long-established financial services organisation based in Ramsbottom North Manchester to assist in recruiting a Client Investment Services Administrator. This is a great opportunity to work for a prestige organisation which can build on your existing experience. They are looking for someone who has previous experience within administration, excellent communicational skills both written and verbally as well as having the ability to work under pressure. As a Client investment Services Administrator you will be working within a small team and reporting directly into the Director.

Client Investment Services Administrator Responsibilities

• Processing client’s application forms and investment transactions, adhering to strict SLAs.


• Maintain accurate and up-to-date client records.


• Prepare regular operational reports for the board of directors and investment committee.


• Assist with meeting preparation, which includes producing reports and taking meeting minutes.


• Liaise effectively with investment advisers, third-party providers and custodians.


• Manage and resolve client and adviser queries in a professional and timely manner.


• Proactively identify and address potential issues with the investment administration process.


• Assist the investment manager with quantitative and qualitative research on the model portfolios and their underlying funds.

Client Investment Services Administrator Experience Required

• Previous experience within financial services is desirable but not essential


• Excellent communicational skills both verbally and written


• Good systems experience with both Excel and word documents
  
• Ability to work to tight deadlines and working under pressure


• Excellent team player .

What’s on Offer?

Please get in touch for immediate consideration by contacting Wayne Caunce at NC Associates – 07879-626-501 or email [e-mail]

We are committed to diversity and inclusion. We welcome all applicants of identity, personal characteristics, or background.