Investment Administrator - middle office

  • Job Reference: 620219915-2
  • Date Posted: 9 June 2022
  • Recruiter: Front Row Recruitment
  • Location: City, London
  • Salary: £30,000 to £35,000
  • Bonus/Benefits: plus generous benefits package
  • Sector: Accounting
  • Job Type: Permanent

Job Description

My client, a leading independent Investment Manager, currently seek and experienced investment administrator to join their middle office team. the role will involve supporting the Investment Management team and duties will include:

* Assisting in all aspects of opening and amending client accounts

* Obtaining AML documentation such as ID3Global checks and online company / trust checks

* Distribution of a range of information from external sources including direct communication with clients, intermediaries, solicitors

* Liaise with accounts regarding cash movements and administer internal payments

* Ensure compliance regulations are adhered to

* Involvement in projects such as KYC etc.

Applicants will ideally be A'level educated (or strong GCSE's) with prior experience to working in the wealth management sector. Strong communication skills along with the ability to prioritise and handle multiple tasks is key to the success of the role. A high degree of initiative, numeracy and problem solving skills with the ability to work under pressure whilst maintaining accuracy and attention to detail.

This is a great opportunity to join one of the UK's highest regarded independent Wealth Managers offer a great working environment, generous remuneration package and excellent prospects for development