Investment Administration & Client Support

Canaccord Wealth; Norwich; On-site; GBP 26,000 - 32,000; Full time

Job summary

Canaccord Wealth is seeking an organized administrator to support Investment Managers with daily portfolio monitoring and back-office tasks. The role emphasizes accuracy, compliance, and efficient processing within company procedures.

You will work closely with the team, handle account opening/closing, stock transfers, and data updates in Avaloq, while preparing reports and assisting with client pitches. This position offers exposure to the investment operations function and requires diligent

Qualifications

• Experience providing administrative support in an investment management environment.
• Ability to handle client data with accuracy and discretion.
• Familiarity with Avaloq or similar core banking platforms is a plus.

Responsibilities

• Administrative support on tasks such as file notes, letters, and client meeting arrangements.
• Develop and maintain client relationships, including vulnerable clients.
• Process account openings and closures.
• Transfer stock into accounts and process payments.
• Update Avaloq with static data.
• Produce Excel reports from Avaloq data.
• Place trades in Avaloq per Investment Manager instructions.
• Take orders in Execution Only Service and execute in Avaloq.
• Support Investment Managers with client pitches and meetings.
• Assist wider team with projects.
• Carry out other duties within role remit.
• Contribute to efficiency improvements and best practices.
• Undertake training and stay informed on industry market.

Skills

Administrative support

Client relationships

Data entry

Excel reporting

Avaloq

Tools

Avaloq

Excel

Job description

Canaccord Wealth is seeking an organized administrator to support Investment Managers with daily portfolio monitoring and back-office tasks. The role emphasizes accuracy, compliance, and efficient processing within company procedures.

You will work closely with the team, handle account opening/closing, stock transfers, and data updates in Avaloq, while preparing reports and assisting with client pitches. This position offers exposure to the investment operations function and requires diligent