Administrator (Investment Team)

Contract Type
Admin, Secretarial, PA
JOB TILE: Administrator (Investment Team) LOCATION: Exeter HOURS: Monday to Friday 9-5

Job Description

JOB TILE: Administrator (Investment Team)


HOURS: Monday to Friday 9-5.30pm

SALARY: £18,000-£19,000 (Dependant on Experience)

BENEFITS: 20 days holiday plus Bank Holidays, rising by 1 day for each complete year of service up to 25 days, Discretionary Annual Bonus Scheme, Contributory Pension, Income Protection Insurance

THE COMPANY: A financial management company specialising in investments based in Exeter. The company have a fantastic reputation and really invest in their staff and their training. Offering a fantastic career for an ambitious, driven individual

THE ROLE: The main purpose of your role will be to assist the Investment Administration Team with all aspects of private client investment administration.

Daily duties will include:

Arranging client ISA subscriptions
Client account set-up and maintenance
Transfer of client assets in and out of nominees
Maintaining client contact databases
Processing client payments
Ensuring that all communication received from clients and investment managers are actioned promptly and efficiently
Dealing with client, introducer and other third party enquiries
Reconciliations between custodian systems
Providing cover for the production and correction of reports

The successful candidate will have:

Administration Experience
High degree of numeracy, IT skills (particularly Excel)
Meticulous attention to detail
Accurate typing skills
Have worked within a financial company or a regulated environment

If you are interested in finding out more please apply online, email (url removed) or contact the office on (phone number removed).

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