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Investment Administrator

IDEX Consulting Ltd
Job LocationBirmingham
EducationNot Mentioned
Salary24,000 - 26,000 per annum
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent , full-time

Job Description

As one of the UKs largest discretionary investment management firms, this business has managed bespoke investment portfolios for individuals and families for generations.a leading provider of advice, investments and wealth management both in the UK and internationally, managing over £119.9 billion of investments on behalf of over 900,000 customersPurpose of role - to assist one or more Investment Managers in effective and efficient team support and client administration, including client portfoliosMain tasks and duties include:

  • Answering phones, dealing with queries from clients and intermediaries, taking appropriate messages.
  • Manage client mail-merges
  • Ensuring new accounts are opened in a timely and accurate manner.
  • Assist in the quarterly distributions of valuations for the entire client base as well as the yearly distribution of tax packages
  • Process client payments
  • Administration of deceased accounts
  • Update databases with revised client details
  • Assist in the general administration of the team (post, room booking)
  • Preparing reports, correspondence and other relevant documentation
  • Preparing PowerPoint presentations for client meetings
  • Prepare suitability letters and maintain affirmations
  • To carry out any other duties, which might be reasonably requested by your line manager to ensure the smooth running of the client base.
  • Under supervision, to provide clients and/or their agents with information and reports about their portfolio.
  • To ensure all duties and tasks are completed within all relevant rules, compliance regulations and in-house policies and procedures.
  • To ensure all client relationships are properly documented on a timely basis, including checking that "Know Your Client" information is maintained.
Visit the IDEX Consulting Ltd website for further opportunities. We value diversity and always provide guidance based on merit. Please note that the information supplied may be retained for up to 3 years for use in connection with future vacancies. For fullinformation on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy.

Keyskills :
Financial ServicesInvestmentsInvestment Administrator

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