We’re on the lookout for an Investment Administrator to join our well established and respected client based in Leicester on a full-time basis. This role is contracted for 3 months initially but could possibly be extended.

Salary: £30,000 - £35,000 per annum (depending on experience)

Hours: 09:00 – 17:00 Monday – Friday

The Role:

As an Investment Administrator, you will support two Senior Investment Managers and a Trainee Investment Manager with day-to-day administrative tasks.

Key Responsibilities:

• Be responsible for responding to administrative client queries by phone, letter or email.
• Be be able to draft general correspondence using templates and ensure all worked is saved correctly on behalf of the team, in a compliant manner.
• Issuing valuations and tax reports and providing application paperwork when requested.
• To work closely with our clients customers to provide the best service with information and reports regarding their portfolio.

Essential Requirements:

• Strong organisational and administrative skills.
• Good IT skills with competency using MS Office and a quick leaner to CRM systems.
• Excellent written and verbal communication skills.
• Able to manage multiple tasks and deadlines calmly and efficiently.
• Professional and friendly manner when dealing with clients.

If you are looking for a temporary administrative role with a well-established Wealth Management company, please apply for this role now!

S14