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Job Details

Salary
Competitive
Closing Date
31/07/2018 09:00
Branch
Manchester
25 June 2018

Investment Administrator

The Investment Management Department is seeking an enthusiastic Investment Administrator to join our team at our Manchester office.

Reporting to the Team Manager, the role involves assisting the Investment Managers within the team and providing support and client administration.

Main responsibilities and duties:
  • To ensure all client relationships are documented by collating data and assisting in the administration of their accounts
  • Providing clients and/or their agents with information and reports about their portfolios.
  • Processing client payments and ISA subscriptions
  • To ensure new accounts are opened in a timely manner and administer deceased accounts ensuring the firm has the appropriate documentation
  • Assisting and preparing reports, correspondence and other relevant documentation including investment proposals
  • Assisting in the preparation of KYC documentation
  • Assisting in creating pitch documents/presentations for existing and potential clients
  • Dealing with general client enquiries, ad-hoc requests and any other additional tasks
  • Answering all telephone calls within the team and from branches or clients, responding within a timely manner
  • Assisting with the production and distribution of corporate action letters for the investment managers and manage any other client mail merge

Desirable skills and experience
  • Previous experience in investment management/wealth management
  • Experience dealing with/communicating with HNW clients
  • Ability to understand and analyse complex information
  • High level of attention to detail
  • Good verbal and written communication skills
  • Good level of organisational & time management skills
  • Intermediate level of Microsoft Office - Excel skills

Qualifications

Ideally educated to A level or equivalent (including GCSE’s grade A-C in English and Maths). Ideally CISI Level 3 IOC or IAQ qualifications.

Benefits: 25 days holiday plus bank holidays; discretionary bonus; contributory pension; private medical care and cycle to work scheme.
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