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- Tasks: Manage client administration and support investment managers with exceptional service.
- Company: Dynamic investment company in the heart of London, known for its collaborative culture.
- Benefits: Up to £35,000 salary, flexible holidays, private medical insurance, and gym discounts.
- Why this job: Join a growing team and make a real impact in the financial services sector.
- Qualifications: Experience in financial services or investment management with strong organisational skills.
- Other info: Engage in fun social activities like sports and charity events while building your career.
The predicted salary is between 28000 - 35000 £ per year.
Up to £35,000 plus excellent bonus and benefits. Hybrid working available.
Due to exciting expansion and increasing business needs, a fantastic opportunity has arisen for Client Investment Administrators to join a dynamic and highly regarded investment company in the heart of London. We are seeking a highly organised and detail-oriented Investment Administrator to join this fantastic team, working to support the Investment Managers and Client Service Executives to deliver exceptional customer service. Candidates must have experience working within a similar role in financial services or investment management.
Responsibilities
- Deliver seamless client administration: Manage the end-to-end client lifecycle with precision, including onboarding, asset transfers, payments, account maintenance, and estate administration.
- Act as a proactive point of contact for client queries, resolving administrative issues and collaborating with the investment team for specialist technical matters.
- Provide accurate communications: Interact professionally with clients to provide timely updates, ensuring all information shared remains strictly within regulatory and "Information Giving" guidelines.
- Take ownership of team diaries, proactively scheduling meetings and managing all aspects of travel and itineraries.
- Attend meetings to record accurate minutes, ensuring action items are captured and followed up on.
- Ensure the integrity of our filing systems by archiving and organizing all client correspondence in a timely and compliant manner.
- Lead large-scale communication projects, ensuring all data is meticulously updated and correspondence reaches clients accurately.
- Create and refine professional presentations and literature to support the team during client meetings.
Qualifications
- Prior assistant or administrative experience working within financial services, investment, or wealth management role.
- Knowledge of relevant regulatory frameworks.
- High attention to details, levels of accuracy and organisational skills.
Benefits
- Company Pension: 9% non-contributory or 10% if you contribute 5%.
- Flexible holidays with the option to purchase up to 5 additional days.
- Private medical insurance, life assurance 8x salary and income protection 75% salary.
- Gym discounts.
- Opportunity to join various social groups and committees, including: football, netball, running, quiz nights, charity bake sales and more!
Client Investment Administrator employer: Montpellier Resourcing
Contact Detail:
Montpellier Resourcing Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Investment Administrator
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector and let them know you're on the hunt for a Client Investment Administrator role. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by brushing up on your knowledge of regulatory frameworks and client administration processes. We recommend practising common interview questions with a friend or even in front of the mirror to boost your confidence.
✨Tip Number 3
Showcase your organisational skills! During interviews, share specific examples of how you've managed client lifecycles or resolved administrative issues in previous roles. This will demonstrate your attention to detail and ability to handle the responsibilities of the position.
✨Tip Number 4
Don't forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to connect directly with us.
We think you need these skills to ace Client Investment Administrator
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Client Investment Administrator role. Highlight your experience in financial services and any relevant skills that match the job description. We want to see how you can bring value to our team!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about this role and how your background makes you a perfect fit. Keep it professional but let your personality come through – we love a bit of character!
Showcase Your Attention to Detail: As an Investment Administrator, attention to detail is key. In your application, make sure to demonstrate this skill by avoiding typos and formatting errors. A clean, well-organised application reflects the kind of work we do at StudySmarter.
Apply Through Our Website: We encourage you to apply directly through our website for the best chance of getting noticed. It’s super easy and ensures your application goes straight to us. Plus, we love seeing candidates who take that extra step!
How to prepare for a job interview at Montpellier Resourcing
✨Know Your Stuff
Make sure you brush up on your knowledge of financial services and investment management. Understand the key responsibilities of a Client Investment Administrator, like client lifecycle management and regulatory guidelines. This will show that you're not just interested in the role but also have the expertise to back it up.
✨Showcase Your Organisational Skills
Since this role requires high attention to detail and organisational skills, prepare examples from your past experience where you've successfully managed multiple tasks or projects. Be ready to discuss how you prioritise your workload and ensure accuracy in your work.
✨Practice Professional Communication
As you'll be interacting with clients regularly, practice how you communicate professionally. Think about how you would handle client queries or provide updates. You might even want to role-play some scenarios with a friend to get comfortable with the language and tone you'll need.
✨Prepare for Team Dynamics
This position involves working closely with Investment Managers and Client Service Executives. Be prepared to discuss how you collaborate with others and manage team dynamics. Share specific examples of how you've contributed to a team environment in previous roles.
