Client Investment Administrator

Up to £35,000 plus excellent bonus and benefits

Hybrid working available

Due to exciting expansion and increasing business needs, a fantastic opportunity has arisen for a Client Investment Administrators to join a dynamic and highly regarded investment company in the heart of London. We are seeking a highly organised and detail-oriented Investment Administrator to join this fantastic team, working to support the Investment Managers and Client Service Executives to deliver exceptional customer service. Candidates must have experience working within a similar role in financial services or investment management.

Duties of the Client Investment Administrator to include:

• Deliver seamless client administration: Manage the end-to-end client lifecycle with precision, including onboarding, asset transfers, payments, account maintenance, and estate administration.
• Act as a proactive point of contact for client queries, resolving administrative issues and collaborating with the investment team for specialist technical matters.
• Provide accurate communications: Interact professionally with clients to provide timely updates, ensuring all information shared remains strictly within regulatory and "Information Giving" guidelines.
• Take ownership of team diaries, proactively scheduling meetings and managing all aspects of travel and itineraries.
• Attend meetings to record accurate minutes, ensuring action items are captured and followed up on.
• Ensure the integrity of our filing systems by archiving and organizing all client correspondence in a timely and compliant manner.
• Lead large-scale communication projects, ensuring all data is meticulously updated and correspondence reaches clients accurately.
• Create and refine professional presentations and literature to support the team during client meetings.

Requirements for the successful Client Investment Administrator:

• Prior assistant or administrative experience working within financial services, investment, or wealth management role.
• Knowledge of relevant regulatory frameworks.
• High attention to details, levels of accuracy and organisational skills

What's in it for you:

• Company Pension: 9% non-contributory or 10% if you contribute 5%
• Flexible holidays with the option to purchase up to 5 additional days
• Private medical insurance, life assurance 8x salary and income protection 75% salary.
• Gym discounts
• Opportunity to join various social groups and committees, including: football, netball, running, quiz nights, charity bake sales and more!

This vacancy is being advertised by Montpellier Resourcing Associates Limited. The services advertised by Montpellier Associates Resourcing Limited are those of an Employment Agency