Job Description
We’re committed to promoting equal employment opportunities and positively encourage applications regardless of race, religion or belief, sexuality, age, disability, gender, gender identity, marital status or pregnancy and maternity.
Role Overview
This Team Administrator role will be a permanent role. The ideal candidate will deliver administrative service and support to Investment Managers, Portfolio Managers, clients, introducers and respond to requests from supporting functions. This is achieved by having a clear and precise understanding of all the processes and procedures that are undertaken within the administrative team.
Role Responsibilities
- Open, scan and save post to client files
- Answer and respond to client and introducer queries on the phone and email
- Stay on top of workflow queues and respond to requests
- Book meetings for the IM team
- Liaise with appropriate teams for the effective onboa...