Do you have experience in investment or wealth management and strong administrative skills? Are you a confident communicator who can build professional relationships with colleagues and clients? Our client, a leading wealth management firm, is looking for a part-time Administrator to provide comprehensive administrative support to investment managers, including managing transfers, client records, and compliance documentation. Full time salary is 30,000 - 35,000 (dependent on experience). Actual salary will be pro rata''d according to actual hours worked. You will be: Resolving client and investment administration queries Responsible for the opening processes for new clients Preparing any payment and transaction forms for investment managers Assist with the new client account opening process as appropriate Present documents professionally and in an appropriate format for Investment Manager sign-off Interact, respond, and resolve any client queries, and at times referring to senior members Develop professional relationships with clients, assisting and organising any meetings and preparation documentation Your skills and qualifications: At least 2 years'' experience in investment or wealth management operations Able to effectively manage tasks to meet deadlines while maintaining high levels of accuracy Excellent analytical and numeracy skills Strong organisation skills Experience in Microsoft PowerPoint and other packages High quality written and verbal communication skills Computer literate If this sounds like you, please apply today.55b20050-bc17-4e5d-bfce-3c406318dffc
Job Title
Administrator