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Form of workInvestment Administrator - Permanent - Birmingham - salary from £30-50K plus benefits and bonus
Our client is a nationally recognized Wealth & Investment Management organization dedicated to helping their clients achieve their financial goals. With a legacy of excellence and a commitment to innovation, they provide tailored investment solutions and financial expertise to a diverse clientele.
They are currently seeking an experienced Investment Administrator to join one of their highest producing teams, based in Birmingham, working closely with the Investment Managers and their clients
Position Overview:
As an Investment Administrator, you will play a critical role in providing seamless support to the Investment Manager. Your primary responsibility will be to manage all administrative tasks related to their clients and mailbox.
Key Responsibilities:
- Manage all administrative tasks related to the Investment Director's client portfolio and mailbox.
- Collaborate with other Administrators in the team to ensure efficient task handling.
- Support the Investment Directors and Investment Managers in their advisory responsibilities.
- Assist in the preparation of investment reports, documentation, and transactions.
- Maintain client records and databases with a keen eye for accuracy and compliance.
- Liaise with clients to address inquiries, resolve issues, and provide exceptional service.
- Contribute to team projects and initiatives as needed.
Qualifications:
- Wealth management / Investment Management experience and understanding of financial services is highly beneficial.
- Previous experience as an Investment Administrator is ideal, though those with Financial Planning Administrator's will be considered
- Strong attention to detail, organisational skills and accuracy in all tasks.
- Excellent communication and interpersonal skills.
- Proficiency in Microsoft Office Suite, particularly Excel.
- Ability to prioritize tasks and work effectively in a fast-paced environment.
- Knowledge of financial regulations and compliance is advantageous.
- Professional demeanour and a commitment to client service excellence.
- Team player with a proactive attitude.
On Offer:
- Competitive salary commensurate with experience, from £30K to £50K
- Comprehensive benefits package.
- Opportunity to work with a nationally recognised wealth management organization.
- Exposure to a dynamic and collaborative team of investment professionals.
- Professional development and training opportunities.
- A supportive and inclusive work environment.
- Hybrid working (3 days in office minimum) however the first weeks would be 100% office based until you were up and running
