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Investment Administrator/ Team Secretary - Central London

  • Location: London
  • Sector: Secretarial
  • Salary: £25000 - £32000 per annum
  • Job type: Permanent
  • Date posted: 25/04/2018
  • Job reference: LEE250418IVA
This vacancy has now expired.

Our client, a prestigious investment management company based in the City are seeking an Investment Administrator to assist one or more Investment Managers in effective and efficient team support and client administration, including client portfolios.

The ideal candidate will be proactive, with excellent communication and organisational skills with the ability to work in a high-pressure environment and react appropriately to changing work conditions.

If you are looking for a family feel, supportive office with a sociable culture then apply today for immediate screening!

  • To assist in the production of investment proposals.
  • Under supervision, to provide clients and/or their agents with information and reports about their portfolio.
  • Main tasks and duties include:
  • Manage client mail-merges.
  • Ensuring new accounts are opened in a timely and accurate manner.
  • Produce and distribute six-monthly reviews for all team clients.
  • Assist in the six monthly distributions of valuations for the entire client base as well as the yearly distribution of tax packages.
  • Process client payments.
  • Administration of deceased accounts.
  • Arrange portfolio transfers.
  • Process ISA subscriptions.
  • Preparing reports, correspondence and other relevant documentation including Investment Proposals.
  • Preparing PowerPoint presentations for client meetings.
  • Prepare suitability letters and maintain affirmations.
  • Client correspondence, which will include some audio-typing.

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