Portfolio Management Admin Associate

Cameron Kennedy; England; On-site; GBP 25,000 - 35,000; Full time

Job summary

A financial services firm in the UK is seeking an Investment Administration Assistant to support the Portfolio Management team. This full-time role involves providing administrative support, managing client accounts, and ensuring compliance in a fast-paced environment. Ideal candidates should possess strong organisational skills, effective communication abilities, and a commitment to obtaining the required qualifications. Join us to enhance your career in investment administration.

Qualifications

• Commitment to achieve RQF Level 3 CISI qualification.
• Good working knowledge of Avaloq.
• Awareness of compliance and regulatory requirements in financial services.

Responsibilities

• Provide administrative support to Investment Managers.
• Draft letters and arrange client meetings.
• Process client accounts and transfers.

Skills

Attention to detail

Effective communication

Organisational skills

Teamwork

Client-focused approach

Education

RQF Level 3 CISI qualification

Tools

Avaloq

Excel

Word

PowerPoint

Job description

A financial services firm in the UK is seeking an Investment Administration Assistant to support the Portfolio Management team. This full-time role involves providing administrative support, managing client accounts, and ensuring compliance in a fast-paced environment. Ideal candidates should possess strong organisational skills, effective communication abilities, and a commitment to obtaining the required qualifications. Join us to enhance your career in investment administration.