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Investment administrator

Leicester
Permanent
Mattioli Woods Careers
Investment administrator
Posted: 17 November
Offer description

Are you detail-oriented with experience in administration? If so, we'd love to hear from you! We're looking for an Investment Administrator to join our growing team. You'll play a key role in the day-to-day administration of our clients' diverse investment portfolios, working closely with consultants, client relationship managers (CRMs), and technical specialists to ensure smooth operations and excellent client service. What you'll do * administer and process non-standard investment transactions and reviews * maintain accurate records and data on client investment portfolios * support annual investment reviews and due diligence processes * liaise with clients, consultants, and CRMs on investment queries and updates * assist with investment committee preparation and documentation * process investment applications, transfers, and ongoing administration * ensure compliance with internal procedures and regulatory requirements * support data management projects and system improvements

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