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Are you an experienced Investment Management Administrator looking for a new role based from fantastic offices in London? I'm working exclusively with a top tier organisation looking to add real quality to their team.Responsibilities of the role
- Responding to administrative client and financial adviser queries by phone, letter or email
- Draft general correspondence using templates and ensure all worked is saved correctly on behalf of the team, in a compliant manner
- Organising bank payments, issuing valuations and tax reports, and providing application paperwork and cost information when requested
- Assist the Investment Managers with ongoing portfolio management; identifying debit positions and forthcoming standing orders; making client and third-party payments; monitoring of incoming and outgoing in-specie or cash transfers, whilst keeping both the clients, financial advisers and the team appraised of progress
- Pivotal in assisting the team with the quarterly reporting process and be able to maintain comprehensive databases with up-to-date client details
- Liaising with clients and financial advisers to book review meetings, including booking meeting rooms, organising lunches, liaising with our reception team, and updating team calendars with all details
- Opening new accounts and adding new client and financial adviser details to the database and ensuring accounts are opened correctly and in a timely manner and feel confident liaising with middle and back office departments
About you
- You must have extensive Investment Management support experience within an IM or Wealth organisation
- You will be working very closely with our clients and their trusted advisers to provide the best service with information regarding their portfolio, which necessitates close relationship building with all stakeholders whether that be internally or externally
- Required to have a good communication and interpersonal skill set and you will need to be able to build a rapport with clients and be able to adapt your style to suit the variety of clients
- You will have solid organisational skills to manage your workload and meet deadlines. You will also understand the importance of precision and accuracy
- Ideally you will have experience in a similar role as an Investment Administrator within Wealth or Investment Management
It's extremely exciting times for this company at present and a brilliant time to join. If you are a skilled Investment Management professional looking for a new role in London then please apply or contact me direct (and confidentially)
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Our Diversity, Equity and Inclusion Mission
At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.
