Job Description
Investment Administrator - Investec - Leeds
We're one of the UK's leading investment management companies, with responsibility for over £44 billion of client assets. We've worked closely with clients and their trusted advisers for many years and gained a unique understanding of the specific needs of our clients.
Investec Wealth & Investment seeks to deliver exceptional levels of customer service and has been trusted to meet the needs of private investors for almost 200 years. But our eyes are focused on your future.
Right now we're a team of over 1400 dedicated professionals located across 14 sites in the UK. We're looking to strengthen our team and need you to come on board and make a difference.
Embedded in our culture is a sense of belonging and inclusion. This creates an environment in which everyone is free to be themselves which helps to drive innovation, creativity and ultimately business performance. At Investec we want everyone to find it easy to be themselves, and to feel they belong. It's a responsibility we all share and is integral to our purpose and values as an organisation.
Research shows that some candidates can be reluctant to apply to a role unless they meet all the criteria. We pride ourselves on our entrepreneurial spirit here and welcome you to do the same – if the role excites you, please don't let our person specification hold you back. Get in touch!
Investment Administrator
Location: Leeds
What is the team like?
This is an exciting opportunity to join a large investment management office to provide important client and administrative support. The office has a large investment base and manages funds for a broad selection of individuals, families, pensions, trusts, offshore structures and charities.
You will be encouraged to build relationships with clients, intermediaries, share your thoughts and ideas on new regulations and help the team develop their procedures in light of changing regulations and internal procedures.
What are the key responsibilities?
Main tasks
- Prepare responses to incoming correspondence and emails as requested
- Keep abreast of operational and administrative procedures
- Liaise with building management and the facilities team
- Carry out full range of administrative duties as requested or by using own initiative.
- Liaise with various departments throughout the business necessary
- Ensure compliance with regulatory and organisational requirements /
procedures at all times
- Preparation of forms for potential new clients to ensure they meet internal and regulatory standards
- Liaise with clients and/or advisers to on-board new accounts
- Arranging the transfer of investments for new and existing client ensuring the transfer is completed as efficiently as possible.
What skills and knowledge are we looking for?
- Excellent customer service and communication skills
- Competent at working to deadlines and managing own time.
- Flexible attitude to work in response to changing workloads and deadlines within the team.
- Exceptional focus on attention to detail
- Good numerical skills
- Highly IT literate with an ability to learn new systems.
- Excellent working knowledge of Microsoft Office Word, Excel and PowerPoint.
- Working knowledge of Fiscal and Pulse is desirable but not essential.
- Excellent interpersonal skills with the ability to communicate effectively with Investment Managers and clients.
- Excellent telephone manner.
- Relevant administrative experience in a private client investment support
Any other attributes that would be helpful?
- Will be encourage to work towards the IAD qualification, with the necessary support from the team/business
- Proactive individual who is naturally efficient, organised, can manage time well and competent at working to deadlines.
- Able to communicate at all levels and prepared to assist fellow team members in all aspects of the day to day business.
- Reliable and enthusiastic individual with a strong sense of integrity.
- Strong interpersonal skills.
- A team player who is prepared to put in additional hours, if necessary, to meet deadlines.
- Strong previous experience in a customer service role
Job Types: Full-time, Permanent
Salary: £20,000.00-£25,000.00 per year
Benefits:
- Company pension
- Life insurance
- Private medical insurance
- Sick pay
- Wellness programme
Schedule:
Supplemental pay types:
Ability to commute/relocate:
- Manchester, M3 3HF: reliably commute or plan to relocate before starting work (required)
Work Location: One location
Reference ID: 7782