Job description

  • Location:
    London - 30 Gresham Street
  • Employee Type:
    Fixed Term Contract
  • Department:
    Investment Management
  • Division:
  • Employment Type:
    Full time
  • Salary:

Investment Administrator (12 Month FTC) (4001)

We're one of the UK's leading investment management companies, with responsibility for over £33.9 billion of client assets. We've worked closely with clients and their trusted advisers for many years and gained a unique understanding of the specific needs of our clients.

Investec Wealth & Investment seeks to deliver exceptional levels of customer service and has been trusted to meet the needs of private investors for almost 200 years. But our eyes are focused on your future

Right now we're a team of 1500+ dedicated professionals located across 15 sites in the UK. We're looking to strengthen our team and need you to come on board and make a difference.

Role: Investment Administrator (12 months FTC)

Location: London

Description of role and key responsibilities

Main tasks

  • Carry out full range of administrative duties to support the investment team as a whole.
  • General assistance to Investment Managers, answering phones, taking and passing on messages for other team members. 
  • Distribute and respond, as appropriate, to internal correspondence and e-mails.
  • Liaise with Investment Managers, other administrators and Settlement areas as necessary.
  • Develop knowledge of, and comply with, all regulatory and organisational requirements / procedures.
  • Proactively develop familiarity with all aspects of client administration.

Role specific tasks

  • Assist in timely preparation and dispatch of reports and valuations.
  • Prepare proposals and assist with client sign-up process
  • Assist in the process of on-boarding clients transferring in from other firms.
  • Set-up new clients including stock/cash transfer; close accounts when necessary.
  • Liaise with Settlements department in respect of all admin queries and amendments to client information.
  • Liaise with Intermediaries adhering to their requests.
  • Maintain up-to-date investment administration and regulatory knowledge as appropriate.
  • Ensure all activities/actions undertaken meet and comply with compliance standards.
  • Filing, photocopying, scanning, binding etc.

Core skills and knowledge

  • Competent at working to deadlines and managing own time.
  • Flexible attitude to work in response to changing workloads and deadlines within the team.
  • Exceptional focus on attention to detail
  • Good numerical skills
  • Highly IT literate with an ability to learn new systems.
  • Excellent working knowledge of Microsoft Office Word, Excel and PowerPoint.
  • Working knowledge of Fiscal and Pulse is desirable but not essential.
  • Excellent interpersonal skills with the ability to communicate effectively with Investment Managers and clients.
  • Excellent telephone manner.
  • Relevant administrative experience in a financial services environment.

Other attributes that would be helpful, but not essential for the role.

  • Proactive individual who is naturally efficient, organised, can manage time well and competent at working to deadlines.
  • Able to communicate at all levels and prepared to assist fellow team members in all aspects of the day to day business.
  • Reliable and enthusiastic individual with a strong sense of integrity.
  • Strong interpersonal skills.
  • A team player who is prepared to put in additional hours, if necessary, to meet deadlines.

Close map
London - 30 Gresham Street
30 Gresham Street, London, England, GB, EC2V 7QN

Meet the recruiter

Keeley Fitzsimmons

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Private Medical Cover
Virtual GP
Gym Discounts
Psychologist Service
Annual Leave
Life Assurance