Desk Administrator - Investment / Finance - City of London, EC2 / Hybrid Working - £32k-£40k + benefits and bonus
- Great opportunity for a Financial Services Client Administrator (or similar), with c2+ years experience in Finance / Investment / Wealth Management to join a small yet successful team
- Provide administrative support to investment service activities
- Competitive salary and benefits package offered
- Incredible offices, great location and dynamic and sociable environment
- Hybrid working - 3 days per week in the office
Our client, a successful Investment Management firm, is looking for an enthusiastic, motivated and highly organised Financial Services Client Administrator (or similar), with c2 years experience, to join them as a Desk Administrator.
The role will suit someone with a keen interest in wealth / investment management, our client will help support career progression and further study for those wishing to undertake qualifications.
Although this is a financial administration based position, undertaking traditional ways of working, this is based in a fast-paced and forward-thinking environment. The role will be client facing and will involve liaising with HNWIs, therefore excellent communication and interpersonal skills are crucial.
Opportunity: Our client is a well-established, successful investment / wealth management firm. They are extremely client-focused, with an extensive private client base, so they look for warm, personable and highly efficient team members to join them. Our client is offering a competitive salary and benefits package for the right individual, based on experience.
Key responsibilities in this Desk Administrator - Investment Management role will include:
- Assisting with new client account opening process
- Assisting with drafting client reports, documentation and correspondence
- Developing and maintaining client relationships, arranging and assisting at meetings as needed
- Extensive typing and filing
- Proofreading and checking all documentation
- Maintaining all records and ensuring the CRM is up-to-date
- Preparing payment, transfer and other Investment Administration forms
- Ad hoc projects
And more
What we’re looking for:
- Previous relevant financial administration experience, ideally client administration
- c2 years experience in Investment / Wealth Management
- Experience of dealing with processes and procedures
- Excellent written and verbal communication skills
- Demonstrable ability to build and maintain business relationships
- Highly organised, methodical and meticulous nature
- Analytical and numerate
- Ability to multi-task, prioritise and work to deadlines
- IT literate - MS Excel, Outlook, Word (Advanced) and knowledge of PowerPoint plus fast, accurate typing / keyboard skills
- An understanding of the UK Regulatory framework is desirable
- A demonstrable interest in City Markets and Private Client Fund Management is beneficial
Interested in this Investment Desk Administrator role?
This incredibly interesting role will challenge the right candidate; if this is what you’re looking for, please submit your CV ASAP, quoting 'AE - Desk Administrator - Investment Management’