Investment Desk Administrator - Client & Admin Support

J.M. Finn & Co. Ltd; City Of London; On-site; GBP 25,000 - 35,000; Full time

Job summary

A prominent investment firm in London is looking for a Desk Administrator to provide administrative support in Investment Management. The role includes assisting with new client accounts, maintaining filing systems, and developing relationships with clients. Strong communication skills, organization, and proficiency in Microsoft Office are essential. This full-time position offers the opportunity to be part of a dynamic team in the investment sector.

Qualifications

• Must have excellent written and verbal communication skills.
• Highly organized and able to prioritize tasks effectively.
• Minimum of 2 year’s financial services experience is advantageous.

Responsibilities

• Provide administrative support for Investment Management.
• Assist in client account opening and correspondence.
• Maintain filing systems and ensure CRM is up-to-date.

Skills

Excellent written and verbal communication skills

Good customer facing skills

Highly organised

Able to multi-task and prioritise tasks effectively

Computer literate and advanced user of Microsoft Excel

Education

GCSE (or equivalent) English (grade C or above)

Tools

Microsoft Excel

Microsoft Outlook

Microsoft Word

Job description

A prominent investment firm in London is looking for a Desk Administrator to provide administrative support in Investment Management. The role includes assisting with new client accounts, maintaining filing systems, and developing relationships with clients. Strong communication skills, organization, and proficiency in Microsoft Office are essential. This full-time position offers the opportunity to be part of a dynamic team in the investment sector.