Client Investment Reporting Executive - London, United Kingdom - Triple Point

Triple Point
Triple Point
Verified Company
London, United Kingdom

1 month ago

Tom O´Connor

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Tom O´Connor

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Description

Triple Point stands for something:
for making a difference to communities through purpose-driven investments, and for generating long-term, sustainable profit for investors. Everyone who works at Triple Point stands for these things too, and we'reempowered to help the company succeed. As a result, we build stronger relationships with our partners, produce smarter solutions, and generate better results.

Our business is built on finding unrecognised signals, and coming up with new combinations to serve our clients, society, and each other. And to do that, we need people who look laterally. People who practice active listening, ask questions thatpropel us forward, and seek out experiences that broaden our collective perspective. People who are curious and active - so they can unearth new opportunities and deliver meaningful results.

There are 200 of us at Triple Point. Engineers rub shoulders with lawyers, and accountants work alongside investment professionals. It's important to us everyone's voices are heard, and that everyone can contribute to decision-making.

Role and Responsibilities

  • Assisting with the production and dispatch of client reporting and ongoing communications to advisers and investors
  • Help project manage the delivery of the periodic client reporting cycle
  • Work closely with various internal teams who help produce the required Investor communications.
  • Assisting with the creation of distribution lists for reporting
  • Archiving advisor & Investor correspondence on CRM & the internal folder structure
  • Help respond to queries coming into the Investor Relations shared inbox
  • Providing valuations to the estate of a deceased investor to be used for probate purposes
  • Ensuring the Data & Reporting Sheets for the team are updated
  • Keeping the CRM & Websites up to date with current valuation information
  • Updating Computershare Registrar with shareholder information
  • Assisting general Investor Relations & Marketing when required
In order to be considered for this position, suitable applicants
MUST possess:

  • Client Reporting experience
  • Experience of using a CRM database
  • Excel and data management skills
We trust each other and we take care of each other. We promote mental, physical and financial well-being so our people can work mindfully then step away to recharge.


Alongside our well-being initiatives, the successful applicant can expect, a very competitive salary, support in the attainment of professional qualifications, 25 days holiday, increasing by a day per year for 3 years, PMI, pension plan and a generousbonus scheme.
**STRICTLY NO AGENCIES
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