Investment Assistant

Job Description

Investment Administrator
Exeter - 12-month Fixed Term Contract

Basic £23,000 - £25,000 plus excellent package

Overview

A Well-known investment firm is looking for an Investment Administrator who will play a vital role working with our Investment Managers to ensure the department functions effectively and efficiently.

What You Will Do
The Investment Administrator role is required to assist Investment Manager(s) in providing investment management services and/or investment advice to a range of significant private clients and professional intermediaries.
Pre-client meeting preparation including production of new client paperwork, valuations, and performance summaries.
Assisting with the client onboarding process which includes pre-populating application forms, transfer forms, and producing suitability reports.
Monitoring of new account openings to ensure cases are submitted and handled appropriately whilst keeping the Investment Manager and client informed.
Handling telephone inquiries from third parties and clients regarding their portfolios and accounts.

About You
You will have experience as an administrator working with either a specialist investment house or financial adviser.
You will be professional and an excellent communicator, both verbally and in writing, and ambitious to progress.
Good attention to detail and accuracy.
It is essential that you already live within commuting distance of Exeter.