Rev & Regs are recruiting for a Fund Administrator position for a dynamic and well-renowned Financial Services company in Leeds.
The role will suit someone with a strong background in Investment Fund administration and comfortable using large Fund accounting data sets.
The business has an Investment Operations function that supports the centralisation of a range of activities that cover the full lifecycle of an investment fund.
We are seeking a highly organised and detail-oriented Administrator to join a wealth management firm, within their pensions department.
As an Administrator, you will play a crucial role in ensuring the smooth operation in the office.
Your responsibilities will include accounts tasks such as payroll and invoicing, and providing administrative support to Client Managers and Consultants.
My client is a national Investment Management firm and they are looking for an experienced Investment Administrator to join their busy office in the heart of Manchester city centre.
Key responsibilities include
Assist and prepare reports, correspondence and other relevant documentation including investment proposals.
On-board new clients and collate data that will assist with the administration of their accounts.
Our Client, a Financial Planning Practice based in North Manchester is currently looking to recruit an Administrator to join their stable and expanding team.
Our Client is looking for an ambitious and experienced Candidate to carry out a full administrative support function.
Working alongside one of the Directors who is also an Adviser, and providing additional support to a newly appointed Adviser (through internal promotion), the successful Candidate will work alongside a wider team of six Paraplanner's and four Administrators.
Squire Patton Boggs have an exciting opportunity for a Finance Administrator (12 month FTC) to join the team.
Team: Business Intake Team
About Us
Squire Patton Boggs is one of the world's strongest integrated law firms, committed to providing insight at the point where law, business and government meet.
A highly regarded national Wealth Management firm are looking to bolster their support function at their well established offices in Leeds with the addition of a further experienced investment administrator.
To provide full administrative support to Financial Planners and /or Investment Managers, ensuring client satisfaction through direct contact with clients, and other operational colleagues, while adhering to regulatory standards.
To work closely with the aligned Financial Planners and/or Investment Managers to deliver excellent client outcomes.
To build relationships with clients and maintain regular contact.
Our private client administration teams work closely with the financial advisers and paraplanners to ensure that we deliver the best possible service to both new and existing clients.
Supported by our experienced operations management and learning and development team, our client support administrators receive full industry training to ensure their knowledge is of a high standard.