Investment Management Support Specialist (Hybrid)

Titan Wealth Holdings Limited; Harrogate; Hybrid; GBP 30,000 - 40,000; Full time

Benefits offered by this job

Competitive salary

Private Medical Insurance

Pension scheme

25 days annual leave

Office Christmas close

Life Assurance

Discretionary bonus

Employee Assistance Programme

Hybrid working

Training support

Job summary

Titan Wealth Holdings Limited is seeking an administrator to support the Investment Management team in Harrogate. You will handle secretarial tasks, onboarding clients, filing, and assisting with client communications.

Key duties include processing account forms, maintaining client files, and aiding valuation processes. The role requires strong MS Office skills and prior admin experience, with hybrid working arrangements available.

Qualifications

• GCSE English and Maths at grade C or above.
• Strong verbal and written communication skills.
• Previous experience in an administrative role.
• Must be inquisitive and a problem-solver with keen eye for detail.
• Ability to work both in a team and independently.
• Proficient in Microsoft Word, Excel and PowerPoint.

Responsibilities

• Provide secretarial and administrative support to the investment management team, including filing, onboardings and report preparation.
• Speak to clients on behalf of the Investment Manager, take instructions and book meetings.
• Assist investment management teams and maintain client files and records.
• Process account opening forms and liaise with compliance, operations, and third parties.
• Support quarterly valuation processes and communicate with clients and SIPP providers.
• Create presentations in PowerPoint and help improve processes to reduce paper reliance.

Skills

Verbal communication

Written communication

Team player

Independent worker

Attention to detail

Microsoft Word

Excel

PowerPoint

Education

GCSE English

GCSE Maths

Tools

Microsoft Word

Excel

PowerPoint

Job description

Titan Wealth Holdings Limited is seeking an administrator to support the Investment Management team in Harrogate. You will handle secretarial tasks, onboarding clients, filing, and assisting with client communications.

Key duties include processing account forms, maintaining client files, and aiding valuation processes. The role requires strong MS Office skills and prior admin experience, with hybrid working arrangements available.