Junior Private Client Middle Office Investment Administrator

An exciting opportunity has arisen within this prestigious investment management house for a junior private client investment administrator to join their London based Private Client Middle Office Operations Team.

Role & Responsibilities

  • Good understanding of nominee and ISA transfers in and out.
  • Knowledge of new account set up procedures and basic understanding of AML rules
  • Ability to deal with the Front Office in a professional manner dealing with demanding individuals and complex queries, whilst maintaining a professional and helpful demeanour at all times.
  • Good overview of settlement operations.
  • Ability to chase settlement departments using interpersonal skills to ensure a timely resolve to all outstanding issues.
  • Knowledge of dealing with deceased client’s pre and post probate.
  • To undertake the daily duties relevant to your designated business area.
  • To carry out your daily tasks to a high standard, ensuring work is completed accurately and on time and client requirements prioritised at all times.
  • To ensure all daily and non-daily tasks are completed to a high standard, and any anomalies are reported within agreed time-scales.
  • Respond to telephone enquiries in a timely and professional manner.
  • Log, maintain and respond to written client enquiries in a timely manner.
  • To ensure you meet all KPI’s relevant to your business area.

Key Skills

  • Good overview of settlement operations.
  • Good communication skills – verbal and written.
  • Computer literate.
  • Accuracy and attention to detail.
  • Ability to log new work accurately.
  • Strong interpersonal skills – a polite, professional and helpful manner.
  • Ability to deal with people at all levels across the business
  • IOC award or equivalent beneficial

To hear more about this challenging opportunity, please contact Karen Consalvi on 020 7847 8874 or email karen@meredithbrown.com

Please note that due to the high volume of applicants responding to our adverts we are regrettably not able to feed back on all applications; only successful candidates will be contacted.

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