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Job Details

Closing Date
13/07/2020 23:59
Leeds (Head Office)
07 May 2020

Investment Administrator (FTC)

A fantastic opportunity has arisen for a 15-month fixed term Investment Administrator to join our Investment Management team within one of the UK’s largest independent investment management and stockbroking firms. The role is based at the firm’s Leeds Head Office, located in the heart of the city’s financial district, only a few minutes’ walk from Leeds train station.

About the Team
The office is responsible for the day-to-day management of discretionary and advisory portfolios, as well as execution-only stockbroking. We ensure that our clients’ specific individual needs are central to the entire investment management process, when creating and managing portfolios, and adopt a personal approach to investment with regular client contact at the heart of everything we do.

What you will be doing
Reporting to the Investment team manager you would be responsible for supporting investment managers in day-to-day Administrative tasks, which will include direct contact with clients, 3rd parties and internal stakeholders. Reporting to the Team Manager, the role involves providing support and assistance to members of the Investment management team. This would include day-to-day administrative tasks, direct contact with clients, 3rd parties and internal stakeholders. You may also be asked to help produce pitch documents on presentations for existing and potential clients.  You may also handle the production and distribution of corporate actions letters for the Investment Managers as well as assisting with general client enquiries, ad-hoc requests

What you will bring to the team
You’ll have good organisation skills, a keen eye for detail, excellent written and verbal communication skills with a focus on providing outstanding client care You will be enthusiastic and positive, which will assist in building relationships with both clients and colleagues in the firm. and be able to proactively resolve issues; whilst working under pressure to tight deadlines.  Furthermore, you will be comfortable in taking the initiative and showing responsibility within your day to day role.

You will be able to demonstrate good time management skills as well as the ability to work well within a team. Good Microsoft office skills and the ability build relationships with our clients and deliver an exceptional service. You will also possess the ability to learn new systems and show understanding around regulations within the role; whilst having the drive to develop further within the business.

In return, we offer a competitive reward package including 25 days annual leave plus bank holidays (increasing with service), a discretionary bonus scheme, contributory pension, private medical care and travel loans.

If you are looking to establish a career at an award-winning firm that was established in 1875, is proud of its history and values its people, please submit you CV along with a covering letter.
Alternatively, please contact Shauna Phelan on 0113 200 6591 for an informal discussion about the role.
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