Investment Administrator

Front Row Recruitment; London; On-site; GBP 30,000 - 50,000; Full time

Job summary

An established industry player is seeking an Investment Administrator to join their dynamic policy services team. This pivotal role focuses on maintaining client portfolios, ensuring accuracy in investments, and liaising with brokers for seamless operations. The ideal candidate will have 1-2 years of experience in investment administration, a keen eye for detail, and strong communication skills. This is a fantastic opportunity to work in a friendly environment, contributing to a respected Investment Manager while enjoying a generous remuneration package.

Qualifications

• 1-2 years of experience in Investment or Financial Services administration.
• Minimum GCSE standard with C or above in Maths and English.

Responsibilities

• Maintain and set up client portfolios to ensure accuracy.
• Liaise with brokers and data providers regarding client information.

Skills

Detail-oriented

Communication Skills

Investment Administration

Financial Services Knowledge

Education

GCSE in Maths

GCSE in English

Job description

Due to a recent internal move and growth my client, a leading independent Investment / Wealth Manager, currently seek an Investment Administrator to join their policy services team. This is an important role which ensures the accuracy of value and investments held in client portfolios - duties will include:

• Maintaining and setting up client portfolios to ensure they reflect current value and holdings
• Ensure documentation is recorder regarding portfolio changes
• Update stockholdings daily
• Organise probate valuations
• Regular liaison with brokers regarding client information and instructions
• Maintenance of client reports
• Liaison with data providers regarding accuracy of data feeds
• Providing insight and feedback regarding process and procedural improvement.

Applicants must possess a keen eye for detail with ideally one to two years exposure to Investment / Financial Services administration. You will be educated to a minimum of GCSE standard having secured C or above in Maths and English. Excellent communication skills and a stable track record are a must along with the ability to provide a consistently high level of service whilst working towards deadlines along with a keen desire to learn.

This is a great opportunity to join a leading and respected Investment Manager offering a friendly working environment and generous remuneration package.