Senior Investment Administrator , Investment Assistant , Wealth Management

JJ SEARCH LIMITED; Greater London; On-site; GBP 35,000 - 45,000; Full time

Job summary

An established industry player in Wealth Management seeks a Senior Investment Administrator to join their dynamic team. This role involves supporting client account processes, preparing reports, and maintaining strong client relationships. The ideal candidate will have a solid background in investment administration, excellent communication skills, and the ability to thrive in a fast-paced environment. Join a company known for its fantastic reputation and contribute to enhancing client experiences through your proactive approach and attention to detail. If you are ready to take your career to the next level in a supportive and professional setting, this opportunity is perfect for you.

Qualifications

• 3-4 years experience in Investment Administration supporting Wealth Management.
• Proficient in Microsoft Office applications.

Responsibilities

• Support Client Account Opening and draft client reports.
• Manage client payments and maintain internal systems.

Skills

Investment Administration

Client Relationship Management

Communication Skills

Organizational Skills

Multi-tasking

Education

Level 3 IOC Qualification

Tools

Microsoft Excel

Microsoft Outlook

Microsoft Word

Job description

This range is provided by JJ SEARCH LIMITED. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

SALARY 35-45K

The Company

Our client is a Wealth Management company based in the City of London, highly recognised with a fantastic reputation.

The Role

The Senior Investment Administrator / Investment Assistant will support an established Investment Management team and will be responsible for the new Client Account Opening process as well as drafting client reports to coincide with valuations, and dealing with ad hoc client requests and queries.

The Senior Investment Administrator / Investment Assistant is to have the ability to type with accuracy when professionally presenting documents for the Investment Manager to sign off and should ensure all documents have been proof-read.

Keep up to date with filing, internal CRM systems and ensure all information is up to date for year end Investment file reviews.

The Senior Investment Administrator / Investment Assistant is to prepare client payments, receipt and transfer of client funds as well as any other forms for the Investment Manager.

The Senior Investment Administrator / Investment Assistant should be proactive in efficiencies and potential process improvements, as well as be confident in solving administrative problems.

Answering telephone calls from Clients and taking down accurate messages to pass on to the Investment Manager, developing good relationships with private clients, helping with any queries in a professional manner.

The Investment Administrator / Investment Assistant will prepare transactions on the client’s internal systems to be processed by the Investment Manager.

The Candidate

A minimum of 3-4 years Investment Assistant / Investment Administration experience supporting a Wealth Management desk

Ideally level 3 IOC qualified

Excellent written and verbal communication skills.

Organised and able to multi-task in a face paced environment.

Computer literate with a good knowledge of Microsoft, Excel, Outlook and Word.

Approachable and professional when dealing with clients.

Seniority level

• Seniority level

  Not Applicable

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance, Analyst, and Administrative

• Industries

  Investment Management, Financial Services, and Investment Banking

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