JJ SEARCH LIMITED
Investment Administrator , Wealth Management Support , Graduate , Worcester
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The Company
A well respected and professional financial planning / wealth management firm with ambitious growth plans.
The Role
The Investment Administrator will provide excellent administrative support to a team of Investment Managers to help to deliver good client outcomes. Work efficiently and effectively with the Investment Management team with daily administration tasks associated with the ongoing monitoring of client investment portfolios. Working closely with the colleagues within the wider team to ensure the team are fully supported.
The Investment Administrator will be responsible for:
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- Writing up file notes
- Drafting letters
- Arranging client meetings
- Account opening and closing
The Investment Administrator will make transfer of stock into accounts and payments. Updating Avaloq with static data. Producing excel reports via data held on Avaloq.
When required the Investment Administrator will support the Desk, placing trades in Avaloq based on received instructions from other staff on the Desk, ensuring they are executed and booked correctly. Support Investment Managers with preparation and administration for client pitches and meetings.
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The Investment Administrator will assist team with ongoing projects. Carry out any other relevant duties within the remit of the role and as reasonably directed by management.
The Candidate
- A recent graduate with an interest in Investment Management / Wealth Management or 1-2 years experience in a similar wealth management support, wealth planning administration or investment management administration role, or Client Services within Wealth Management.
- Strong communication skills.
- Proficient in Word, Excel and PowerPoint
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