Investment Administrator

Investment Administrator focuses on handle administration, records, scheduling, inboxes, documents, data entry, or office coordination according to the role.

What the role involves

• Handle administration, records, scheduling, inboxes, documents, data entry, or office coordination according to the role.
• Keep systems and information accurate while supporting colleagues, customers, or managers.

Skills and requirements

• Administrative, office, reception, data, systems, or coordination experience may be useful.

Confirmed role details

• Employment Type: Full-time.
• As an Investment Administrator, you will support the full investment administration lifecycle.
• Ensure clients receive a seamless and compliant service.
• Producing and managing client portfolio reviews within annual cycles, issuing reports, and following up outstanding responses.

Candidate fit

• organisation, accuracy, communication, and careful task follow-through