Investment Administrator - Bury, United Kingdom - Jane Deane Recruitment Limited

Jane Deane Recruitment Limited

Verified Company

Bury, United Kingdom

3 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

Key Responsibilities

Maintain and update the investment charting software which is FE Analytics.
Process client trades and model changes, ensuring adherence to all service level agreements.
Assist with the oversight of third parties working with the business, by producing oversight reports and presenting their findings.
To ensure that client & fund documentation is dispatched in line with relevant deadlines.
Creating MI reporting packs for the board meeting and any Adhoc reports as required.
Assist with regular meeting preparation, which includes producing reports and taking meeting minutes.
Ensure backoffice software is kept up to date.
General client account maintenance.
Filing and other adhoc administrative duties as and when required.
To answer telephone and deal with initial telephone enquiries.
To answer intercom to meet and greet visitors.
To provide exceptional levels of support to the investment team.
Maintain and develop their personal knowledge and qualifications to improve their ability to support both colleagues and clients. Participate in appropriate company and departmental training, competence, and development initiatives.

Key Competencies:

Quality service delivery
Consistently develops and delivers excellent service to clients, colleagues & advisers, supporting the products & services provided and adhering to TCF principles at all times. Has excellent attention to detail & provides a quality assurance check

Communication & relationships

Develops effective and enduring relationships through appropriate verbal/written/IT skills. Relates well to all people, internally and externally. Can handle & resolve issues, diffusing situations comfortably using diplomacy and tact. All communication must be concise, clear, understandable, effective and constructive
Team working & collaboration
Understands their role within a team & the impact on others. Consistently endeavours to support colleagues & collaborate to achieve results

Planning & prioritising

Can plan & prioritise work effectively in order to deliver good outcomes for both the client & the company. Uses time well and stays focused to ensure work is completed; consistently meeting commitments and deadlines. Determines tasks and communicates realistic timescales
Using systems & processes
Consistently adheres to systems & processes using proficient IT skills, including risk, regulatory and governance requirements. Embraces change and is proactive in suggesting methods and procedures to help improve processes and performance.

This role offers the opportunity to work towards the Investment Management Certificate along with substantial additional benefits.

Job Types:
Full-time, Permanent

Salary:
Up to £28,000.00 per year

Benefits: