The administrative tasks and routines: managing funds and mandates requires various operations periodically, depending on the guidelines, settings and expectations.
Working for this Global Asset Manager in their Multi Asset Team,which covers a variety of portfolios: Rules Based (implementing trades based upon a set pre-determined rules), Passive (seeking to match an index), trading based on investment advice or external instructions, managing the cash and FX hedging activities for private equity or debt funds.
In order to meet operational requirements, the role will be engaged in conducting tasks with diligence and carefulness.
As an Administrator at Solasta Wealth Management, you will play a vital role as part of our fast-paced team.
Solasta Wealth Management is a well-established and highly successful Wealth Management practice providing bespoke face-to-face financial advice to individuals and businesses throughout the UK.
As an appointed representative of St. James's Place Wealth Management, we pride ourselves on delivering exceptional service and tailored solutions to meet our clients' needs.
Acorn by Synergie is currently recruiting a Broker Administrator on behalf of their client.
As a Broker Administrator, you'll split your time between working three days from home and two days in the office, within the hours of 8 am to 4 pm or 9 am to 5 pm, Monday to Friday.
This hands-on position will be based in the office, providing support in the warehouse and stock management.
Our client, a dynamic company based in Iver, is seeking an Assistant Administrator to join their team on a permanent basis.
Offering a competitive salary of up to £27,000, this role is ideal for candidates with 2-3 years of experience in managing purchase orders and sales orders, with a background in using inventory management systems.
We are looking for a highly capable Warehouse Administrator to help manage and support our client's inbound & outbound stock flow process and ensure they continue to maintain Optimum Customer Service Levels.
Based in Medway, this is an opportunity for someone who is really keen to learn and develop as this role will grow over time.
The successful candidate will be required to
Place internal purchase orders to ensure stock is ordered and delivered in a timely manner for Production.
The Investment Administrator will provide administrative support to a team of Investment Managers to help them succeed in delivering a bespoke investment management service to their High Net Worth clients.
This client centric role will involve regular communication with private client individuals, directors, trustees, internal and external financial advisers and their support teams, lawyers, accountants, third party product providers and various teams within the company so the role would be suited to someone with experience and confidence in communicating with a variety of people, both verbally and in writing.
RESPONSIBILITIES
Assist with the on-boarding process and facilitate the smooth opening of investment accounts for new and existing clients.