Senior Investment Administrator , Investment Assistant , Wealth Management

JR United Kingdom; London; On-site; GBP 35,000 - 45,000; Full time

Job summary

An established industry player seeks a Senior Investment Administrator to join their reputable Wealth Management team in London. This role is pivotal in supporting client account processes, drafting reports, and maintaining efficient CRM systems. The ideal candidate will possess strong communication skills and a proactive approach to process improvements. You'll engage with clients professionally, ensuring their queries are addressed promptly while managing transactions for the Investment Manager. This position offers a fantastic opportunity to grow within a respected firm in the heart of London’s financial district.

Qualifications

• 3-4 years of experience in Wealth Management as an Investment Assistant.
• Excellent written and verbal communication skills are essential.

Responsibilities

• Manage Client Account Opening and draft client reports.
• Maintain filing and CRM systems, prepare client payments.

Skills

Wealth Management Support

Client Relationship Management

Document Presentation

Process Improvement

Communication Skills

Multi-tasking

Education

Level 3 IOC Qualification

Tools

Microsoft Office Suite

Job description

Salary: 35-45K

Company Overview

Our client is a highly recognized Wealth Management company based in the City of London with an excellent reputation.

Role Overview

The Senior Investment Administrator / Investment Assistant will support an established Investment Management team. Responsibilities include managing the new Client Account Opening process, drafting client reports aligned with valuations, and handling ad hoc client requests and queries.

The role requires the ability to accurately type and professionally present documents for approval, ensuring all documents are proofread. The candidate will maintain updated filing and CRM systems for year-end investment reviews, prepare client payments, and handle the receipt and transfer of client funds, along with other related tasks.

The Senior Investment Administrator / Investment Assistant should proactively seek process improvements and be confident in resolving administrative issues. Responsibilities also include answering client calls, taking accurate messages, building good client relationships, and assisting with client queries professionally.

The role involves preparing transactions on internal systems for processing by the Investment Manager.

Candidate Requirements

• Minimum of 3-4 years of experience supporting a Wealth Management desk as an Investment Assistant / Investment Administrator
• Ideally Level 3 IOC qualified
• Excellent written and verbal communication skills
• Organized with the ability to multi-task in a fast-paced environment
• Proficient in Microsoft Office Suite (Excel, Outlook, Word)
• Approachable and professional in client interactions