Investment Administrator

Job Ref: 

Based within impressive city centre offices, my client is a leading investment management firm who hold an excellent reputation within the market. Due to continued expansion, my client is now looking for a professional and career focused candidate to join their busy team on a permanent contract. The Investment Administrator will be responsible for processing transfers in and out, completing thorough compliance checks and on-boarding new clients.

This is a fantastic opportunity to join a prestigious investment management firm with the offer of a competitive salary and excellent career opportunities!

The Investment Administrator will be responsible for:

  • On boarding client accounts and completing thorough AML checks
  • Ensuring new accounts are quality checked and compliant with industry regulations
  • Ensure all new accounts are set up and mapped correctly
  • Assist with process implementation and improvement
  • Assist manager in production of MI
  • Respond to queries from front office teams/client services in a timely manner

Essential Requirements are:

  • You must have proven experience from the financial services / investment management industry
  • Excellent working knowledge of account opening processes
  • Experience with on boarding / AML would be advantageous
  • Excellent written, verbal and interpersonal skills
  • Proficient IT skills in Microsoft Office, particularly Excel
  • Proven skills in accuracy and attention to detail, particularly when handling high volumes of sensitive data
  • Able to prioritise and work to challenging timescales

If you are looking for an opportunity to gain experience within a highly professional investment management company, then this is the role for you! With an excellent reputation on the Liverpool market, my client can offer a sociable working environment and outstanding career opportunities. If you think you meet the above criteria for the Investment Administrator please apply now using the link below.


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