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This leading Wealth Manager is looking for a Fund Research Admin to work in their Investment division , to provide administrative support to our Fund Research team, facilitating them in producing quality research content and administering fund-based portfolios. Key Accountabilities Data Inputting Formatting documents Ensure all recorded information is accurate and up to date Managing the team's schedule Provide reports on a regular basis Communicate effectively with colleagues through formalised reporting Ensure effective logging and resolution of enquiries Assist research analyst(s) where necessary Key Competencies Getting Things Done: Delivers on agreed objectives promptly; prioritises workload; remains professional under pressure; Communication & Sharing Knowledge: Confident, clear and accurate with all communication; maintains accurate records and makes effective use of new technology; Customer Service: Positive attitude to find solutions in line with FCA principles; Uses customer feedback to improve service; Effectiveness & Adaptability: Able to maintain a high volume of work, striving for continual improvements; understands individual contribution in relation to corporate objectives; presents a positive image and approach to change; and Team Working: Shares knowledge, skills and experience with colleagues; understands team goals; is cooperative and supportive of others. Candidate Profile This would suit a second jobber with good standard of education (A-level or equivalent) Previous Wealth or Investment administration experience is essential Previous experience of using Excel and comfortable dealing with numerical data Excellent communication skills - verbal and written High degree of attention to detail and very organised A willingness to undertake the CISI Level 3 UK Financial Regulation exam
Hybrid Working Available! Up to £35,000 plus excellent bonus and benefits Due to growth and expansion a fantastic opportunity has arisen to join a leading Investment Management firm based in the City of London. Our client is seeking an Investment Administrator to join their team to oversee the core functions of account opening and account amendments. You will be the point of contact for Investment Managers working in different departments, providing administrative support and ensuring the completeness of the account opening process. Duties of the Investment Administrator to include: Reviewing all account-related documentation, assessing it's completeness and monitoring the amendment process through to completion. Maintaining money laundering documentation. Maintaining account opening documentation and preparing packs for Investment Managers. Responsible for promptly banking client cheques and ensuring that all funds are applied on a timely basis. Ensure the prompt banking of client cheques and ensuring that funds are correctly applied on a timely basis Requirements of the successful Investment Administrator: Previous experience working within financial services is essential, ideally within investment services High levels of accuracy and numerical skills. Strong working knowledge of MS Office, Word and Excel. Knowledge of Account opening and amendment systems highly advantageous This vacancy is being advertised by Montpellier Resourcing Associates Limited. The services advertised by Montpellier Resourcing Associates Limited are those of an Employment Agency.