Investment Administrator - Yorkshire and Humberside, United Kingdom - BWD Search & Selection Ltd

BWD Search & Selection Ltd
BWD Search & Selection Ltd
Verified Company
Yorkshire and Humberside, United Kingdom

2 weeks ago

Tom O´Connor

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Tom O´Connor

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Description

A well-established and nationally renowned investment house in Leeds are seeking a talented and motivated Investment Administrator to join their team.

This is an exciting opportunity to work alongside experienced investment managers, providing crucial support in servicing clients.

With a supportive environment and commitment to career development, this role offers the potential for growth and progression into an investment management position.

You should have previous experience in a similar role, with a strong understanding of investment processes, discretionary investment management.

Your responsibilities will be varied and as such no two days will be the same.

However, you can expect your role to encompass the following:


  • Support Investment Managers in client servicing and satisfaction.
  • Maintaining accurate client and investment records and assisting with investment transfers and client account management.
  • Reconciling daily client money and assets, resolving any issues.
  • Ensuring compliance with regulations and organizational requirements.
  • Staying updated on operational, administrative, and regulatory changes.
This is a hybrid role, with flexibility to work from home. Basic Salary of up to £35k + bonus and benefits.
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