Investment Administrator: Portfolio Support & Client Service

RGH-Global Limited; Norwich; Hybrid; GBP 34,000 - 42,000; Full time

Job summary

RGH-Global Limited in Norwich is recruiting an Investment Administrator to join its established investment and wealth management team. You will support Investment Managers with day-to-day administration, client records, and portfolio processes, ensuring accuracy and regulatory compliance.

The role suits experienced professionals in investment management or recent graduates with relevant degrees. A strong eye for detail, excellent communication, and proficiency in MS Office are essential for

Qualifications

• Experience in investment management or financial services.
• Recent graduates with a relevant degree will be considered.
• Relevant subjects include Finance, Economics, Business.
• Strong MS Office skills (Excel, Word, PowerPoint).
• Level 3 CISI qualification desirable.

Responsibilities

• Provide day-to-day administrative support to Investment Managers.
• Prepare correspondence and maintain client records.
• Process client payments and portfolio-related transactions.
• Assist with client meetings and reports.
• Support onboarding and closure of client accounts.
• Maintain data in portfolio management systems.

Skills

Investment administration

Wealth management

Financial services

Excel

PowerPoint

Word

Portfolio systems

Education

Finance degree

Economics degree

Business degree

Investment Management degree

Tools

Portfolio management systems

Job description

RGH-Global Limited in Norwich is recruiting an Investment Administrator to join its established investment and wealth management team. You will support Investment Managers with day-to-day administration, client records, and portfolio processes, ensuring accuracy and regulatory compliance.

The role suits experienced professionals in investment management or recent graduates with relevant degrees. A strong eye for detail, excellent communication, and proficiency in MS Office are essential for