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- Tasks: Join a dynamic team as an Investment Administrator, managing account openings and amendments.
- Company: Be part of a leading Investment Management firm in Winchester, known for its growth and innovation.
- Benefits: Enjoy hybrid working, a competitive salary up to £29,000, plus excellent bonuses and perks.
- Why this job: This role offers hands-on experience in finance, a supportive culture, and the chance to make an impact.
- Qualifications: Previous financial services experience is essential; strong numerical skills and MS Office knowledge are a must.
- Other info: This position is urgent, so don't miss your chance to apply!
The predicted salary is between 23280 - 29000 £ per year.
URGENT REQUIREMENT
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 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 employer: Montpellier Resourcing
Contact Detail:
Montpellier Resourcing Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Investment Administrator Winchester
✨Tip Number 1
Familiarise yourself with the specific account opening and amendment processes used in investment management. Understanding these procedures will help you demonstrate your knowledge during interviews and show that you're ready to hit the ground running.
✨Tip Number 2
Network with professionals in the investment management sector, especially those who work in administrative roles. Engaging with them on platforms like LinkedIn can provide insights into the role and may even lead to referrals.
✨Tip Number 3
Brush up on your MS Office skills, particularly Excel, as it's crucial for managing data accurately. Consider taking a short online course to enhance your proficiency, which can set you apart from other candidates.
✨Tip Number 4
Research the company culture of the investment management firm you're applying to. Tailoring your approach to align with their values and demonstrating your enthusiasm for their mission can make a strong impression during interviews.
We think you need these skills to ace Investment Administrator Winchester
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in financial services, particularly in investment administration. Emphasise your accuracy and numerical skills, as well as your proficiency with MS Office.
Craft a Strong Cover Letter: Write a cover letter that specifically addresses the requirements mentioned in the job description. Mention your previous experience in account opening and amendments, and how you can contribute to the team.
Highlight Relevant Skills: In your application, clearly outline your knowledge of account opening and amendment systems. If you have experience with specific tools or software, be sure to mention them.
Proofread Your Application: Before submitting, carefully proofread your application for any spelling or grammatical errors. A polished application reflects your attention to detail, which is crucial for an Investment Administrator role.
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 how you've handled numerical data in previous roles.
✨Familiarise Yourself with Account Processes
Understanding the account opening and amendment processes is crucial. Research common practices in investment services and be ready to explain how you would ensure accuracy and completeness in these tasks.
✨Highlight Your MS Office Skills
Since a strong working knowledge of MS Office is required, be prepared to discuss your experience with Word and Excel. Consider mentioning specific projects where you used these tools effectively.
✨Prepare Questions for the Interviewers
Show your interest in the role by preparing thoughtful questions about the company and its operations. This not only demonstrates your enthusiasm but also helps you assess if the company is the right fit for you.