Investment Administrator - London, United Kingdom - BWD Search & Selection Ltd

BWD Search & Selection Ltd
BWD Search & Selection Ltd
Verified Company
London, United Kingdom

2 weeks ago

Tom O´Connor

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Tom O´Connor

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Description
BWD are working exclusively with a leading multi-family office and private bank who are seeking an Investment Administrator. The firm are currently in a growth phase and therefore need further assistance to support the front office team.


As a pivotal member of the team, your role will be to support the Head of Investment Administration and the broader Investment Management Team.


Role responsibilities include:

  • Prepare analysis and reports for accounting and investment managers
  • Assist in recording client orders and executing trades.
  • Facilitate the account opening process and maintain client records.
  • Conducting internal client reviews in collaboration with IM's
  • Assist in quarterly client information pack production.

Essential skills:

  • Minimum 2 years' administration experience in financial services.
  • Flexibility, innovation, and adaptability.
  • Strong interpersonal and communication skills.
Knowledge of Expersoft and Intelligent Office an advantage but not essential

Basic salary ranges up to £35k plus a discretionary bonus and generous benefit, including private healthcare, and 10% pension.
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