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Investment Administrator, Client Services, Wealth Management, Sunderland, Tyne and Wear
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Client:
JJ SEARCH LIMITED
Location:
Sunderland, Tyne and Wear, United Kingdom
Job Category:
Other
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EU work permit required:
Yes
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Job Views:
4
Posted:
26.06.2025
Expiry Date:
10.08.2025
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Job Description:
Our Client
An established and widely known Wealth Management firm servicing Investment Management needs for High-Net-Worth Clients.
The Role
This is a fantastic opportunity for a driven and efficient Investment Administrator to provide first-class administrative support to Investment Managers in the Newcastle office.
Responsibilities include managing daily Investment Management administration tasks, monitoring private client portfolios, and collaborating with the wider team.
The Investment Administrator will develop and maintain client relationships, handle account openings and closings, transfer stocks, and process payments.
Support the Investment Manager by placing trades in Avaloq based on instructions, ensuring accuracy, and assisting with client pitches and meetings.
The Candidate
Minimum 1-2 years experience in a Client Support role within Wealth Management, Investment Management, or Financial Planning.
Proficient in Word, Excel, and PowerPoint.
Ability to work independently.
Strong communication and organizational skills.
Excellent interpersonal, teamwork, and influencing skills.
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