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Investment Administrator
Posted 19 days 12 hours ago by Montpellier Resourcing
Role: Investment Administrator
Department: Trust
Location: London, UK
Role Type: Permanent
£26,000
An exciting opportunity has opened up for an administrator to join a leading national investment management company at their London office. The role involves delivering administrative support to managers and directors while providing exceptional services to a portfolio of high-net-worth families and trust structures.
Responsibilities of the Investment Administrator include:
- Scanning, filing, and distributing incoming mail.
- Managing diaries and emails for Managers/Directors.
- Coordinating travel arrangements and processing expense requests.
- Managing charitable grant requests and maintaining the grants database.
- Attending client meetings and taking minutes.
- Scanning and filing company documents within CCH systems.
- Entering data into CCH.
- Completing internal forms for new clients and closures.
- Maintaining safe records.
Requirements for the Investment Administrator:
- Strong organisational skills with exceptional time management abilities.
- Consistently maintains high accuracy and attention to detail, even under pressure.
- Minimum of A Levels or equivalent qualifications (Diploma, HNC, HND, etc.).
- Prior experience in high-volume administration within a regulated environment, such as financial services, accountancy, legal, or banking.
- Proficient in IT with strong skills in MS Office applications; experience with CCH is an advantage.
This vacancy is being advertised by Montpellier Resourcing Associates Limited. The services advertised by Montpellier Associates Resourcing Limited are those of an Employment Agency
Montpellier Resourcing
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