Senior Investment Administrator

Hays Financial Markets
London (Greater)
08 Mar 2018
16 Mar 2018
Contract Type
Full Time
My client is a leading independent provider of discretionary wealth management who have a new opportunity for a Senior Administrator to join one of their Investment Management teams in London.
This role will involve assisting with the day to day administration for the team as well as providing support to senior colleagues dealing with various tasks to ensure the smooth running of the team.


* Previous administration experience is essential - additional training will occur on the job.
* Intermediate knowledge of MS Word/Excel/Outlook essential.

Job Summary:

* Communicating with Financial Advisers and clients
* Preparation and processing of all new client documentation and amendments
* Monitoring of transfers of assets/cash from other institutions and to liaise with the Transfers team accordingly
* To be in charge of record keeping for ISA subscriptions and transfers
* Processing of payments to and from clients
* Liaising with colleagues within Business Support regarding administration of client accounts.
* Ensuring client details and reviews (CSRs) are recorded correctly on systems
* Being responsible for taking the lead on client standing data projects in terms of organising and recording and sending information to the centre and thus becoming the team's client data expert
* Responsible for producing monthly reports required by IMs to complete client reviews and being in charge of managing this system to ensure IMs are up to date.

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