Investment Administrator (Part-Time)

Montpellier Resourcing; London; Hybrid; GBP 28,000 - 35,000; Part time

Job summary

A leading investment company in London seeks a part-time Investment Administrator to support Investment Managers and Client Service Executives. The role involves client onboarding, managing accounts, portfolio transfers, and enhancing processes. Ideal candidates should have a background in financial services and strong organisational skills.

Qualifications

• Experience in financial services or investment management.
• Knowledge of regulatory frameworks.
• High level of accuracy and detail orientation.

Responsibilities

• Client onboarding and account management under AML regulations.
• Support for portfolio transfers and data management.
• Internal transactions and filing client correspondence.

Skills

Organisational skills

Attention to detail

Customer service

Job description

Investment Administrator (Part-Time)

Up to £35,000 (pro rata)

Part-time: 28 hours a week

Hybrid working available

URGENT REQUIREMENT

Due to exciting expansion and increasing business needs, a fantastic opportunity has arisen for an Investment Administrators to join a dynamic and highly regarded investment company in the heart of London. We are seeking a highly organised and detail-oriented Investment Administrator to join this fantastic team, working to support the Investment Managers and Client Service Executives to deliver exceptional customer service. Candidates must have experience working within in similar role in financial services or investment management and must be able to work 28 hours a week.

Duties of the Investment Administrator to include:

• Client Onboarding and Account Management: Open new client accounts while adhering to strict Anti-Money Laundering (AML) regulations, process and monitor account amendments for any changes in client information, and manage account closures efficiently.
• Portfolio Transfers and Reporting: Provide comprehensive administrative support for portfolio transfers both in and out, and obtain and review Capital Gains Tax (CGT) information.
• Internal Transactions and Data Management: Execute internal transfers of holdings between accounts, and facilitate, manage, and file client correspondence and records in a timely and efficient manner, ensuring data accuracy.
• Process Improvement and Team Collaboration: Contribute to support staff meetings by suggesting improvements to procedures and processes, fostering a culture of continuous improvement.
• Client Communication and Reception Support: Respond promptly to telephone calls, take and pass on clear messages, projecting a positive image of the organization, and provide ad hoc administration support, including reception cover as required (answering calls, welcoming guests, and preparing for meetings).

Requirements for the successful Investment Administrator:

• Prior assistant or administrative experience working within financial services, investment, or wealth management role.
• Knowledge of relevant regulatory frameworks.
• High attention to details, levels of accuracy and organisational skills

This vacancy is being advertised by Montpellier Resourcing Associates Limited. The services advertised by Montpellier Associates Resourcing Limited are those of an Employment Agency