Wealth Management Investment Administrator

RGH-Global Ltd; Maryland; On-site; USD 34,000 - 44,000; Full time

Job summary

RGH-Global Ltd is seeking an Investment Administrator to support Investment Managers in a compliance-driven wealth management environment. Based in Worcester, this office-based role focuses on day-to-day portfolio administration, client service, and accurate data handling to ensure timely execution and compliant records.

You will build client relationships, manage account openings and transfers, and assist with pitches and projects while staying informed on market developments.

Qualifications

• CISI Level 3 qualification (or equivalent) or commitment to achieve.
• Strong proficiency in Word, Excel, and PowerPoint.
• Experience with a wealth management/investment platform is advantageous.
• Excellent customer service and communication skills.
• Ability to work independently and manage priorities.
• High level of accuracy and attention to detail.
• Strong organisational, interpersonal, and team-working skills.
• Sound understanding of regulatory requirements and FCA Conduct Rules.

Responsibilities

• Provide administrative support on complex tasks as directed by the Investment Manager, including file notes, correspondence, and client meeting coordination
• Build and maintain strong client relationships through accurate, timely support — adapting your approach appropriately when working with vulnerable clients
• Handle account opening and closing processes
• Manage stock transfers into accounts and process payments
• Maintain and update static data within the firm's investment platform
• Produce Excel-based reports using platform data
• Place trades on the investment platform based on instructions received from the Investment Manager, ensuring accurate execution and booking
• Take and process client orders for non-complex instruments within the Execution Only Service, ensuring accurate execution and booking
• Support Investment Managers with preparation for client pitches and meetings
• Assist the wider team with ongoing projects and process improvement initiatives
• Undertake technical and regulatory training as required
• Stay proactively informed on industry and market developments

Skills

Customer service

Communication

Organisational skills

Attention to detail

Teamwork

Education

CISI Level 3

Tools

Word

Excel

PowerPoint

Job description

RGH-Global Ltd is seeking an Investment Administrator to support Investment Managers in a compliance-driven wealth management environment. Based in Worcester, this office-based role focuses on day-to-day portfolio administration, client service, and accurate data handling to ensure timely execution and compliant records.

You will build client relationships, manage account openings and transfers, and assist with pitches and projects while staying informed on market developments.