Investment Administrator - Suffolk, United Kingdom - Carousel Consultancy

Description

Investment Management Secretary / Administrator - Bury St Edmunds / Hybrid - c£35k + benefits and bonus

• Great opportunity for a Financial Services Secretary / Administrator, with c2 years experience in Investment / Wealth Management (at some point in career) to join a small yet successful team
• Provide administrative support to investment service activities
• Competitive salary and benefits package offered
• On-site parking available
• Hybrid working - 3 days per week in the office

Our client, a successful Investment Management firm, is looking for an enthusiastic, motivated and highly organised Investment Management Secretary / Wealth Management Administrator or Finance Secretary to join them as a Desk Administrator.

The role will suit someone with an interest in wealth / investment management, but please note: this is not a role with progression into an Investment Manager position; this is an administrative role with the potential to lead to Senior Desk Administrator or Investment Administration Manager roles.

Although this is a financial administration based position, undertaking traditional ways of working, this is based in a fast-paced and forward-thinking environment


Opportunity:
Our client is a well-established, successful investment / wealth management firm.

They are extremely client-focused, with an extensive private client base, so they look for warm, personable and highly efficient team members to join them.

Our client is offering a competitive salary and benefits package for the right individual, based on experience.

Assisting with new client account opening process

• Extensive typing and filing
• Proofreading and checking all documentation
• Maintaining all records and ensuring the CRM is up-to-date
• Preparing payment, transfer and other Investment Administration forms
• Ad hoc projects
• Previous relevant financial administration experience

* c2 years experience in Investment / Wealth Management at some point in your career

• Fast, accurate typing skills
• PC literate - MS Excel, Outlook, Word (Advanced) and knowledge of PowerPoint
• An understanding of the UK Regulatory framework is desirable

Interested in this Investment Secretary / Desk Administrator role?

if this is what you're looking for, please submit your CV ASAP, quoting 'AE - Desk Administrator - Investment Management