- Acting as a point of contact for all investors and adviser firms and managing their queries promptly.
- Managing CRM system and keeping up to date with client personal detail changes, Letters of Authority, deceased investors, and new financial advisor firm details.
- Working with Edition's custodian to onboard new clients and process investment application forms.
- Taking a lead role and managing all ad-hoc and bi-annual client communications via Edition's online SharePoint file storage system, and the Microsoft Dynamics CRM communication delivery system.
- Issue key client data and valuation reports to national adviser firm head offices.
- Assisting the Fund Head in the project management of investor communications and liaising with members of the Fund Team to ensure that all correspondence is issued on time and to a high quality.
- Maintaining, creating content for and keeping up to date the website and LinkedIn pages of Edition Capital and all its associated divisions.
- 18-24 months' experience in a fund/client administration role.
- Proficiency in Microsoft Excel, PowerPoint and other Microsoft Office software. Attention to detail, highly literate and numerate.
- Knowledge of Microsoft Dynamics is highly desirable.
- Experience and knowledge the tax efficient investment space is highly desirable. An interest in the Leisure industry.
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French Speaking - London, United Kingdom - Corecruitment International
Description
French Speaking - Investor Relations Specialist | Hospitality & Retail Group | London | £30,000 to £36,000 DOE.
I'm proud of working with a sanctuary of sophistication and refinement, nestled amidst the historic heart of London. The club is seeking a skilled and driven French-speaking Management Accountant to join a dynamic finance team.
The Investor Relations Specialist will be responsible for managing investor relationships, communicating with stakeholders, analyzing investment opportunities, and providing financial insights. This role is based in London but offers some flexibility for remote work.
Key Responsibilities
The successful candidate
If you are keen to discuss the details further, please apply today or send your cv to Fabian OR call
COREcruitment are experts in recruiting for Hospitality, Catering, Leisure, Retail, FM, Property and Construction sectors. We currently have over 1350 live roles across the UK, Middle East, Europe, Africa, North & Central America and South East Asia.
To view other great opportunities please check out our website or call us on for a confidential chat about upcoming opportunities. Likewise, if you are looking to recruit then we would love to hear from you.
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