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- Tasks: Oversee account opening and amendments while supporting Investment Managers.
- Company: Leading Investment Management firm with a focus on growth.
- Benefits: Up to £29,000 salary, excellent bonuses, and hybrid working options.
- Why this job: Join a dynamic team and make a real impact in the financial services sector.
- Qualifications: Experience in financial services, strong numerical skills, and MS Office proficiency.
- Other info: Exciting opportunity for career growth in a supportive environment.
The predicted salary is between 24000 - 29000 £ per year.
Hybrid Working Available! Up to £29,000 plus excellent bonus and benefits.
Due to growth and expansion, a fantastic opportunity has arisen to join a leading Investment Management firm based in Winchester. Our client is seeking an Investment Administrator to join their team to oversee the core functions of account opening and account amendments. You will be the point of contact for Investment Managers working in different departments, providing administrative support and ensuring the completeness of the account opening process.
Duties of the Investment Administrator include:
- Reviewing all account-related documentation, assessing its completeness and monitoring the amendment process through to completion.
- Maintaining money laundering documentation.
- Maintaining account opening documentation and preparing packs for Investment Managers.
- Responsible for promptly banking client cheques and ensuring that all funds are applied on a timely basis.
Requirements of the successful Investment Administrator:
- Previous experience working within financial services is essential, ideally within investment services.
- High levels of accuracy and numerical skills.
- Strong working knowledge of MS Office, Word and Excel.
- Knowledge of account opening and amendment systems highly advantageous.
Investment Administrator Winchester in England employer: Montpellier Resourcing
Contact Detail:
Montpellier Resourcing Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Investment Administrator Winchester in England
✨Tip Number 1
Network like a pro! Reach out to your connections in the investment sector and let them know you're on the hunt for an Investment Administrator role. You never know who might have the inside scoop on openings or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by brushing up on your knowledge of account opening processes and money laundering regulations. We want you to impress the hiring managers with your expertise and show them you're the perfect fit for their team!
✨Tip Number 3
Don’t forget to showcase your MS Office skills during interviews! Bring examples of how you've used Excel or Word in previous roles, especially if it relates to financial services. This will help you stand out as a candidate who can hit the ground running.
✨Tip Number 4
Apply through our website for the best chance at landing that Investment Administrator gig! We make it easy for you to connect with top firms looking for talent just like yours. Don’t miss out on this opportunity!
We think you need these skills to ace Investment Administrator Winchester in England
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Investment Administrator role. Highlight your experience in financial services and any relevant skills, like your proficiency with MS Office. We want to see how you fit into 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 previous experience makes you the perfect fit. We love seeing enthusiasm and personality!
Showcase Your Attention to Detail: As an Investment Administrator, accuracy is key. In your application, mention specific examples where your attention to detail made a difference. We appreciate candidates who understand the importance of thoroughness!
Apply Through Our Website: We encourage you to apply directly through our website for a smoother process. It helps us keep track of applications and ensures you don’t miss out on any important updates. Let’s get started on this journey together!
How to prepare for a job interview at Montpellier Resourcing
✨Know Your Numbers
As an Investment Administrator, you'll need to demonstrate strong numerical skills. Brush up on your financial knowledge and be prepared to discuss any relevant experience you have with numbers, especially in relation to account management and banking processes.
✨Familiarise Yourself with Documentation
Since the role involves reviewing account-related documentation, make sure you understand the types of documents typically involved in account opening and amendments. Bring examples if possible, and be ready to explain how you've handled similar tasks in the past.
✨Showcase Your MS Office Skills
The job requires a strong working knowledge of MS Office, particularly Excel and Word. Be prepared to discuss how you've used these tools in previous roles, and consider mentioning any specific functions or features you're comfortable with that could benefit the team.
✨Demonstrate Attention to Detail
Accuracy is key in this role, so be ready to provide examples of how you've maintained high levels of accuracy in your work. You might want to share a story about a time when your attention to detail made a significant difference in a project or task.
