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Role: Investment Administrator
Department: Trust
Location: London, UK
Role Type: Permanent
£26,000
An exciting opportunity has opened up for an administrator to join a leading national investment management company at their London office. The role involves delivering administrative support to managers and directors while providing exceptional services to a portfolio of high-net-worth families and trust structures.
Responsibilities of the Investment Administrator include:
- Scanning, filing, and distributing incoming mail.
- Managing diaries and emails for Managers/Directors.
- Coordinating travel arrangements and processing expense requests.
- Managing charitable grant requests and maintaining the grants database.
- Attending client meetings and taking minutes.
- Scanning and filing company documents within CCH systems.
- Entering data into CCH.
- Completing internal forms for new clients and closures.
- Maintaining safe records.
Requirements for the Investment Administrator:
- Strong organisational skills with exceptional time management abilities.
- Consistently maintains high accuracy and attention to detail, even under pressure.
- Minimum of A Levels or equivalent qualifications (Diploma, HNC, HND, etc.).
- Prior experience in high-volume administration within a regulated environment, such as financial services, accountancy, legal, or banking.
- Proficient in IT with strong skills in MS Office applications; experience with CCH is an advantage.
This vacancy is being advertised by Montpellier Resourcing Associates Limited. The services advertised by Montpellier Associates Resourcing Limited are those of an Employment Agency
