Wealth Management Investment Admin Specialist

RGH-Global | People Services; Worcester; On-site; GBP 25,000 - 33,000; Full time

Job summary

RGh-Global | People Services is seeking an Investment Administrator in Worcester to provide high-quality administrative support to Investment Managers and contribute to positive client outcomes. The role focuses on day-to-day portfolio administration within a compliance-driven framework, collaborating with a supportive, experienced team.

Key responsibilities include handling account openings/closures, managing stock transfers, and producing Excel reports.

Qualifications

• Proficiency in Word, Excel and PowerPoint is essential.
• Excellent customer service and communication skills.
• Strong accuracy and attention to detail required.
• Ability to manage priorities independently in a compliance-driven environment.

Responsibilities

• Provide administrative support on complex tasks directed by the Investment Manager.
• Maintain client relationships with accurate, timely support.
• Process account openings and closures and handle stock transfers.
• Produce Excel-based reports using platform data.
• Assist with client pitches and meetings and support process improvements.

Skills

Word

Excel

PowerPoint

Client communication

Attention to detail

Time management

Education

CISI Level 3

Tools

Wealth management platform

Job description

RGh-Global | People Services is seeking an Investment Administrator in Worcester to provide high-quality administrative support to Investment Managers and contribute to positive client outcomes. The role focuses on day-to-day portfolio administration within a compliance-driven framework, collaborating with a supportive, experienced team.

Key responsibilities include handling account openings/closures, managing stock transfers, and producing Excel reports.