- Providing administration support, ensuring the highest standards at all times
- Providing account opening administration duties
- Following AML regulations
- Ensuring portfolio transfers are administered inline with regulatory standards
- Verifying and checking onboarding documents
- Transfer of holdings
- Administering account closures
- Processing Transfers In and out
Back to searchInvestment Administrator
Meraki Talent Limited
Posted a month ago, valid for 6 days
Chichester, West Sussex PO19 1PX, England
£40,000 - £48,000 per annum
Full Time
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Sonic Summary
- Meraki Talent is seeking a Financial Services Administrator for a 12-month fixed-term contract with a UK-based Investment Management firm in Chichester.
- The role involves providing comprehensive administration support, including account opening, portfolio transfers, and compliance with AML regulations.
- Candidates should have prior administration experience in a Financial Services setting, preferably within Investment Management.
- The position offers a competitive salary and benefits, with an immediate start and hybrid working options.
- Applicants are expected to manage a busy workload and effectively communicate with clients via phone and written correspondence.
