Investor Support Administrator
BR-928Investor Support Administrator - boutique investment firm in Central London - up to £30,000
Graduate required to work within the Onboarding team at boutique investment firm in Central London. You will be involved in all aspects of onboarding new investors, ensuring company standards are maintained and that the client's experience is positive and professional.The role
This is a varied role and you will be working with several teams across the firm to onboard new clients, including senior Partners, as well as regular liaison with clients, investors and their representatives.
Duties will include:
- Preparation of management agreements, maintaining and logging all required documentation
- Assisting with set-up of client accounts, reviewing account structures and KYC documentation
- Monitoring all client documentation, registering changes and ensuring all regulations are adhered to
- Liaising with third parties / clients, chasing up information when required
The right candidate must have a keen interest in investment and between 12-18 months' previous office-based experience and will have ideally have had some exposure to KYC procedures. You will be the main point of contact for new clients, investors and representatives, so must have excellent communication skills. Accuracy and excellent attention to detail are key as you will be reviewing legal and financial documentation. As well as being happy working with numbers, you must be proactive, organised and confident to ensure efficient and timely completion of onboarding process.Salary
Up to £30,000 depending on experience plus excellent benefits including bonus.