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For Companies At a Glance
- Tasks: Support Senior Investment Managers with daily admin tasks and client queries.
- Company: Join a respected Wealth Management company in Leicester, known for its inclusive culture.
- Benefits: Enjoy a competitive salary, potential for extension, and flexible working options.
- Why this job: Gain valuable experience in finance while working in a supportive and professional environment.
- Qualifications: Strong organisational skills, IT proficiency, and excellent communication are essential.
- Other info: This is a temporary role with opportunities for growth and development.
The predicted salary is between 25000 - 29000 £ per year.
We're on the lookout for an Investment Administrator to join our well established and respected client based in Leicester on a full-time basis. This role is contracted for 3 months initially but could possibly be extended.
Salary: £30,000 - £35,000 per annum (depending on experience)
Hours: 09:00 - 17:00 Monday - Friday
The Role:
As an Investment Administrator, you will support two Senior Investment Managers and a Trainee Investment Manager with day-to-day administrative tasks.
Key Responsibilities:
- Be responsible for responding to administrative client queries by phone, letter or email.
- Be able to draft general correspondence using templates and ensure all work is saved correctly on behalf of the team, in a compliant manner.
- Issuing valuations and tax reports and providing application paperwork when requested.
- To work closely with our clients' customers to provide the best service with information and reports regarding their portfolio.
Essential Requirements:
- Strong organisational and administrative skills.
- Good IT skills with competency using MS Office and a quick learner to CRM systems.
- Excellent written and verbal communication skills.
- Able to manage multiple tasks and deadlines calmly and efficiently.
- Professional and friendly manner when dealing with clients.
If you are looking for a temporary administrative role with a well-established Wealth Management company, please apply for this role now!
About Us
We are dedicated to fostering a diverse and inclusive community. In line with our Diversity and Inclusion policy, we welcome applications from all qualified individuals, regardless of age, gender, ethnicity, sexual orientation, or disability. As a Disability Confident Employer, and part of the Nicholas Associates Group, we are committed to supporting candidates with disabilities, and we're happy to discuss flexible working options.
We are committed to protecting the privacy of all our candidates and clients. If you choose to apply, your information will be processed in accordance with the Nicholas Associates Group.
Investment Administrator employer: Stafforce Recruitment
Contact Detail:
Stafforce Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Investment Administrator
✨Tip Number 1
Familiarise yourself with the investment industry and current market trends. This knowledge will not only help you in interviews but also demonstrate your genuine interest in the role.
✨Tip Number 2
Network with professionals in the investment sector, especially those who work in administrative roles. Attend industry events or join online forums to make connections that could lead to valuable insights or referrals.
✨Tip Number 3
Practice your communication skills, both verbal and written. Since the role involves client interaction, being able to convey information clearly and professionally is crucial.
✨Tip Number 4
Showcase your organisational skills by preparing examples of how you've managed multiple tasks or projects in the past. Be ready to discuss these experiences during the interview to highlight your suitability for the role.
We think you need these skills to ace Investment Administrator
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience and skills that align with the role of Investment Administrator. Emphasise your organisational skills, IT proficiency, and any previous administrative roles.
Craft a Compelling Cover Letter: Write a cover letter that specifically addresses the key responsibilities mentioned in the job description. Use examples from your past experiences to demonstrate how you can support the Senior Investment Managers effectively.
Showcase Communication Skills: Since excellent written and verbal communication skills are essential for this role, ensure your application is free from errors and clearly conveys your message. Consider including a brief example of how you've successfully managed client queries in the past.
Highlight Adaptability: Mention your ability to manage multiple tasks and deadlines calmly and efficiently. Provide an example of a time when you successfully juggled various responsibilities, showcasing your adaptability in a fast-paced environment.
How to prepare for a job interview at Stafforce Recruitment
✨Showcase Your Organisational Skills
As an Investment Administrator, you'll need strong organisational skills. Be prepared to discuss specific examples of how you've managed multiple tasks and deadlines in previous roles. This will demonstrate your ability to handle the demands of the position.
✨Demonstrate IT Proficiency
Since good IT skills are essential for this role, make sure to highlight your experience with MS Office and any CRM systems you've used. You might even want to mention a time when you quickly learned a new software tool to show your adaptability.
✨Communicate Clearly and Professionally
Excellent written and verbal communication skills are crucial. Practice articulating your thoughts clearly and consider preparing a few examples of how you've effectively communicated with clients or colleagues in the past.
✨Prepare for Client Interaction Scenarios
Given that you'll be responding to client queries, think about potential scenarios you might face. Prepare to discuss how you would handle difficult questions or complaints while maintaining a professional and friendly manner.
