Summary

A desk administrator providing administrative support to the Investment Management function and its clients. The role is a 12-month fixed-term contract, supporting Investment Managers with client records, reporting, transactions, and queries.

Responsibilities

• Assist with opening new client accounts
• Draft and proofread client reports and correspondence
• Maintain filing systems and update client records
• Prepare payment and transfer forms for approval
• Respond to administrative client queries under supervision
• Prepare meeting documents and client materials
• Check dealing data and prepare transactions for processing