Job Description

As Investment Administrator you must bring with you experience from a similar role where you have provided in-depth admin support to a team of Financial Advisors/Paraplanners ensuring the efficient delivery of administration.
A typical day as Investment Administrator will involve supporting a team of Financial Advisors and Paraplanners by:
* Adding pack and file notes to the database
* Pulling together sustainability reports
* Formatting valuations, suitability letters and reports for the FA
* Gathering data from companies
* Entering and updating client information
* Reviewing client files to ensure all cases meet standards and are completed within the company's target timeframe
* Chasing providers for information
* Sending Authority Letters

Required Knowledge, Skills, and Abilities

You must have excellent attention to detail and accuracy standards and be knowledgeable of investment processes, therefore be able to hit the ground running. With a good working knowledge of Microsoft Word and Excel you will be quick to learn new systems.