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Portfolio Management Assistant/Administrator

Cobham Consulting Ltd
Berkhamsted, UK
Closing date
5 Nov 2020

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Job Details

Job purpose:

The Portfolio Management Assistant will ensure that all private investments are monitored and reports accurately submitted to the Chairman.

Key Responsibilities:

• Provide regular and ad-hoc information to Chairman ensuring that documents and reports are accurate, consistent and dispatched to timetable.

• Ensuring correspondence and reporting is clear and not misleading, technically accurate and tailored to the Chairman's level of knowledge and understanding.

• Maintain internal management information, ensuring that it is informative, accurate, consistent and up to date.

• Keep comprehensive records and ensure that these are accurate and up to date at all times liaising effectively with colleagues etc.

• Liaise with internal and external stakeholders to ensure effective investment processing.

• Assist in resolving any queries regarding the Chairman's portfolio or account opening.

• Cross checking of legal documents on an ad-hoc basis.

• Monitor the progress and timeliness of account opening and asset transfers

• General administrative duties.

Experience Required:

You will have a background in stock broking and have a good understanding of Lloyds of London as well as a wide knowledge and experience of investments, pensions, trusts etc.

• Understanding of Lloyds of London

• Previous stockbroker experience

• Wide knowledge of investment vehicles, including pension trusts

• Confident in handling international bank accounts.

• Experience of monitoring multi asset private client portfolios.

• Personal tax knowledge

• Experience of using Xero

This role is for 1 day per week and you will be required to work in offices in Berkhamsted on this day as well as some home working. Salary is based on experience and negotiable.
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