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Investment administrator

Tonbridge
Investment administrator
£30,000 - £35,000 a year
Posted: 17h ago
Offer description

Due to ongoing expansion, my client, a distinguished Independent Investment Manager, is seeking a highly skilled candidate to join their friendly team. The role entails providing comprehensive support to the Investment Managers (IMs) in a variety of administrative and client-focused tasks. Responsibilities will include: * Assisting IM's with portfolio management for a range of discretionary and advisory clients * Opening and maintenance of client accounts * General administration and data entry duties * Maintenance of due diligence documentation * Performing trades * Monitoring progress of investment funds * Assist with the construction and maintenance of Investment models * Ensuring clients portfolios are aligned with their goals and attitude to risk * Preparing investment proposals * Actively assisting with the development of Investment strategy Applicants must have 1-2 years of administrative support experience in the Investment/Financial services sector (not retail banking or short-term internships). A solid education, with C or above in English and Maths, is required. Strong communication, administration skills, attention to detail, problem-solving, prioritising, and organisational abilities are essential. This a great opportunity to join one of the UK's leading Independent Investment Managers offering a friendly and exciting working environment along with an excellent remuneration and benefits package

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