Private Client Middle Office Investment Administrator – 12 Month Contract - Ref: KC12784
This leading, independently owned, investment manager who provide services for private clients, charities and institutions, currently have an opportunity for a Middle Office Investment Support Administrator on the Investment desk.
Roles & Responsibilities
Assist in researching and resolving client queries, building direct relationships where appropriate
Support the Investment Managers with portfolio trading
Help prepare and collate documentation for new and existing client meetings
Set up new clients on the Onboarding System
Liaise with internal contacts to ensure that portfolio transfers are dealt with efficiently
Ensure that client’s portfolios are tax efficient with the guidance from the Investment Managers
Assist with annual information requested by external Financial Planners
Produce Ethical Social and Governance reports for team members and client to discuss
Ensure valuations are dispatched in a timely manner and screen performance data for any outliers
Set up clients on the investment portal and respond to their queries
Experience & Qualifications
Relevant industry experience gained within a similar role.
High level of client focus; energetic, polite and friendly and professional character
High levels of numeracy.
Excellent communication skills – written and verbal.
Analytical skills – for investigating and researching problems.
Strong systems skills
To hear more about this exciting opportunity, please contact Karen Consalvi on 020 7847 8874 or email your CV to http://
Please note: that due to the high volume of applicants responding to our adverts we are regrettably not able to feed back on all applications; only successful candidates will be contacted.