Job Details

We're on the lookout for an Investment Administrator to join our well established and respected client based in Leicester on a full-time basis. This role is contracted for 3 months initially but could possibly be extended.

Salary: £30,000 - £35,000 per annum (depending on experience)

Hours: 09:00 - 17:00 Monday - Friday

The Role:

As an Investment Administrator, you will support two Senior Investment Managers and a Trainee Investment Manager with day-to-day administrative tasks.

Key Responsibilities:

• Be responsible for responding to administrative client queries by phone, letter or email.
• Be be able to draft general correspondence using templates and ensure all worked is saved correctly on behalf of the team, in a compliant manner.
• Issuing valuations and tax reports and providing application paperwork when requested.
• To work closely with our clients customers to provide the best service with information and reports regarding their portfolio.

Essential Requirements:

• Strong organisational and administrative skills.
• Good IT skills with competency using MS Office and a quick leaner to CRM systems.
• Excellent written and verbal communication skills.
• Able to manage multiple tasks and deadlines calmly and efficiently.
• Professional and friendly manner when dealing with clients.

If you are looking for a temporary administrative role with a well-established Wealth Management company, please apply for this role now!

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About Us

We are dedicated to fostering a diverse and inclusive community. In line with our Diversity and Inclusion policy, we welcome applications from all qualified individuals, regardless of age, gender, ethnicity, sexual orientation, or disability. As a Disability Confident Employer, and part of the Nicholas Associates Group, we are committed to supporting candidates with disabilities, and we're happy to discuss flexible working options.

We are committed to protecting the privacy of all our candidates and clients. If you choose to apply, your information will be processed in accordance with the Nicholas Associates Group Privacy Notice.