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Investment Nominee Administrator

Drew Chapman Search and Selection
Job LocationBarking
EducationNot Mentioned
Salary£23,000 - £26,000 per annum
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent, full-time

Job Description

Due to continued success and business expansion, a well established and reputable investment company, have the newly created requirement for a Nomiee Administrator.The main focus of the role is as follows:

  • Liaising with Market Counterparties to Transfer Client Portfolios held in GIA, ISA, JISA, CTF, SIPP
  • Accurately entering and maintaining records on the Internal System
  • Dealing with enquiries from Investment Managers and liaising with Custodians to provide updates
  • Accurately record and provide Daily Stats to Line Manager
  • Processing Internal account stock movements including Intra-Spouse Gifts, Deceased Estates, APS & CGT liable Transfers
  • Handling certificates and other paper-based Re-registrations, including Demats and Stock Withdrawals
  • Processing New ISA/JISA Subscriptions
  • Handling email traffic and telephone queries from both Internal & External sources
  • Support the Line Manager with assigned project work
    • In order to be considered for this position, suitable applicants MUST possess:
  • Previous experience of Nominee Administration within an investment company
  • Good knowledge of Excel & Word
  • Knowledge of market custodians -HSBC, EUROCLEAR, AEGON, ALLFUNDS
  • Experience in Customer Service
  • Highly organised and skilled in multi-tasking
  • Articulate and Confident and a high ability to work under pressure
  • Qualifications to A Level Standard or Equivalent
  • Investment Operations Certificate (IOC) preferred but not essential
    • In return, suitable applicants can expect, a supportive, stable and very friendly working environment. Future opportunities to progress your career and support in obtaining professional industry qualifications.Apply today for further information! Required skills
  • APS
  • Euroclear
  • Investment
  • Custodians
  • Investment Administration

    • Keyskills :
    APS Euroclear Investment Custodians Investment Administration

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