Our Chichester based client, a respected and long established firm of solicitors, is looking to recruit a Senior Administrator to join their Investment Team.
Previous wealth management administration experience is preferable, although candidates who have a strong relevant financial administration background will be considered.
Intermediate knowledge of MS Office Suite (Word/Excel) and Outlook needed.
The role of Senior Administrator is to support the three Private Client Investment Managers in the smooth running of operations by providing Investment and financial services administration support.
You will need to be self-motivated and highly organised, with a close attention to detail and able to prepare investment proposals and portfolio reporting statements in Excel. You will support preparation of client reviews and be expected to attend client meetings as required.
- All elements of client investment administration.
- Day-to-day running of the department.
- Preparation of half year investment reports and statements.
- Preparation of client meeting packs.
- Producing up to date valuations.
- Issuing forms of authority
- Client email contact.
- Compliance in detail.
- Telephone enquiries
The firm advises a wide range of private clients, including Personal Injury Trusts, Attorneyships, Court of Protection, retirement and care fee planning, so a sympathetic and positive approach to clients at all times is required.
A competitive remuneration will be provided.
Rustington Recruitment is an employment agency.