Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Support investment managers with client accounts, transactions, and correspondence.
- Company: Join a leading firm in Investment Management based in London.
- Benefits: Enjoy a full-time role with opportunities for professional development and client interaction.
- Why this job: Great chance to build relationships and gain experience in the finance industry.
- Qualifications: 2+ years of relevant experience and a Level 4 qualification required.
- Other info: Must maintain CPD hours and work within compliance frameworks.
The predicted salary is between 43200 - 72000 £ per year.
Senior Desk Administrator
Department: Investment Management
Employment Type: Full Time
Location: London
Description
Provide administrative support to investment managers and investment service activities.
Key Responsibilities
Administration responsibilities:
- Be responsible for the new client account opening process
- Prepare transactions for processing on the firm’s systems
- Check contract details against dealing data
- Check valuations and fee notices before sending to client
- Draft client reports and correspondence that would accompany valuations, dealing letters or investment manager recommendations and responses to ad hoc client requests or queries
- Resolve administrative queries with Investment Administration
- Prepare payment, transfer and other Investment Administration forms for investment manager sign-off
- Occasional typing and filing
Client Relationship Responsibilities:
- Receive, process and report transactions to clients
- Be the first point of contact in relation to the administration of their portfolio
- Respond to client queries and instructions by post, telephone, fax and email
- Where appropriate, give factual information about the Firm’s products and services directly to clients, via telephone, email, written correspondence and face to face contact. No investment advice to be given or relayed on to clients, although is permitted to give factual information regarding indices and share prices
- Keep records of relevant information given to clients via the CRM system
- Maintain at least 10 hours of appropriate CPD, logged via CISI
- Work within the Regulatory and the Firm’s compliance framework
- Ensure the Firm’s clients and staff are always treated fairly and responsibly, with respect and consideration.
Skills, Knowledge and Expertise
- At least 2 years directly relevant experience
- Passed the CISI Investment Advice Diploma or equivalent Level 4 qualification
- Demonstrable interest in City Markets and Private Client Fund Management
- Analytical and numerate
- Well organised, with the ability to prioritise tasks
- Customer facing
- Good written, typing and verbal communication skills
- Computer literate, with good MS Excel/Word, PowerPoint, eXimius (or similar), CAPS, Price/Market information systems (varies)
#J-18808-Ljbffr
Senior Desk Administrator employer: J.M. Finn & Co. Ltd
Contact Detail:
J.M. Finn & Co. Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Desk Administrator
✨Tip Number 1
Familiarize yourself with the specific systems mentioned in the job description, like eXimius and CAPS. Having hands-on experience or knowledge about these tools can set you apart during the interview.
✨Tip Number 2
Brush up on your understanding of client relationship management (CRM) systems. Being able to demonstrate your ability to maintain accurate records and manage client interactions effectively will be crucial.
✨Tip Number 3
Stay updated on current trends in City Markets and Private Client Fund Management. Showing that you are knowledgeable about the industry will impress potential employers and show your genuine interest.
✨Tip Number 4
Prepare for questions related to compliance and regulatory frameworks. Understanding how to operate within these guidelines is essential for the role and will demonstrate your readiness to take on the responsibilities.
We think you need these skills to ace Senior Desk Administrator
Some tips for your application 🫡
Understand the Role: Take the time to thoroughly read the job description for the Senior Desk Administrator position. Understand the key responsibilities and required skills, so you can tailor your application accordingly.
Highlight Relevant Experience: In your CV and cover letter, emphasize your relevant experience, especially any administrative roles in investment management. Mention specific tasks you've handled that align with the responsibilities listed in the job description.
Showcase Your Skills: Make sure to highlight your analytical, organizational, and communication skills. Provide examples of how you've successfully managed client relationships or resolved queries in previous roles.
Tailor Your Cover Letter: Write a personalized cover letter that addresses the specific requirements of the job. Mention your interest in City Markets and Private Client Fund Management, and explain why you're a great fit for the team.
How to prepare for a job interview at J.M. Finn & Co. Ltd
✨Showcase Your Administrative Skills
Be prepared to discuss your previous administrative experience, especially in investment management. Highlight specific examples where you successfully managed client accounts or resolved queries efficiently.
✨Demonstrate Client Relationship Management
Since this role involves direct client interaction, be ready to share experiences where you effectively communicated with clients. Discuss how you handled inquiries and maintained strong relationships.
✨Familiarize Yourself with Compliance Frameworks
Understand the regulatory environment of investment management. Be prepared to talk about how you ensure compliance in your work and how you treat clients fairly and responsibly.
✨Highlight Your Technical Proficiency
Make sure to mention your proficiency in relevant software like MS Excel, Word, and any investment management systems you've used. Provide examples of how you've utilized these tools to enhance your productivity.
