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Heat Recruitment Ltd
Exeter
Investment Administrator Exeter Basic £23,000 - £25,000 plus excellent package Overview A Well-known investment firm is looking for an Investment Administrator who will play a vital role working with our Investment Managers to ensure the department functions effectively and efficiently. What You Will Do * The Investment Administrator role is
Job Source: Heat Recruitment LtdHeat Recruitment
Exeter, England, United Kingdom
Investment Administrator Exeter Basic £23,000 - £25,000 plus excellent package Overview A Well-known investment firm is looking for an Investment Administrator who will play a vital role working with our Investment Managers to ensure the department functions effectively and efficiently. What You Will Do The Investment Administrator role is requ
Job Source: Heat RecruitmentHeat Recruitment
Exeter
Investment Administrator Exeter - 12 month FTC Basic £23,000 - £25,000 plus excellent package Overview A Well-known investment firm is looking for an Investment Administrator who will play a vital role working with our Investment Managers to ensure the department functions effectively and efficiently. What You Will Do The Investment Administrator r
Job Source: Heat RecruitmentHeat Recruitment Ltd
Exeter, Devon
Overview A Well-known investment firm is looking for an Investment Administrator who will play a vital role working with our Investment Managers to ensure the department functions effectively and efficiently. What You Will Do * The Investment Administrator role is required to assist Investment Manager(s) in providing investment management servic
Job Source: Heat Recruitment LtdHeat Recruitment Ltd
Exeter
Overview A Well-known investment firm is looking for an Investment Administrator who will play a vital role working with our Investment Managers to ensure the department functions effectively and efficiently. What You Will Do * The Investment Administrator role is required to assist Investment Manager(s) in providing investment management servic
Job Source: Heat Recruitment LtdParker Jones Group Ltd
Exeter, Devon
Construction Administrator required for one of my clients who are based in Exeter. Immediate start to do a hand over for a weeks then 2 weeks holiday cover. Role Summary Administrators support the smooth running of offices by carrying out clerical tasks and projects. As an administrator in the construction industry you could be organising project
Job Source: Parker Jones Group LtdWSR (Working Solutions Recruitment Services)
Exeter
WSR are recruiting for a highly skilled Administrator for our esteemed client based in Exeter. Salary: Up to £27k DOE Working hours: Monday Thursday - 8am - 4pm & Friday - 8am - 3:30pm. Location: Exeter Responsible to: Regional Manager Administrator Role Overview: To take sales enquiries and opportunities as they arise and progress them th
Job Source: WSR (Working Solutions Recruitment Services)Office Angels
Crediton
We have a great opportunity for someone who is looking to use their excellent customer service skills in a growing friendly local business who really value and reward their employees! Do you have office experience looking to work locally or have you gained customer service experience in hospitality or retail and looking to move into an office? Job
Job Source: Office AngelsExeter
Investment Administrator
Exeter
Basic £23,000 - £25,000 plus excellent package
Overview
A Well-known investment firm is looking for an Investment Administrator who will play a vital role working with our Investment Managers to ensure the department functions effectively and efficiently.
What You Will Do
The Investment Administrator role is required to assist Investment Manager(s) in providing investment management services and/or investment advice to a range of significant private clients and professional intermediaries.
Pre-client meeting preparation including production of new client paperwork, valuations, and performance summaries.
Assisting with the client onboarding process which includes pre-populating application forms, transfer forms, and producing suitability reports.
Monitoring of new account openings to ensure cases are submitted and handled appropriately whilst keeping the Investment Manager and client informed.
Handling telephone inquiries from third parties and clients regarding their portfolios and accounts.
About You
You will have experience as an administrator working with either a specialist investment house or financial adviser.
You will be professional and an excellent communicator, both verbally and in writing, and ambitious to progress.
Good attention to detail and accuracy.
It is essential that you already live within commuting distance of Exeter.
Email Alert for Investment Administrator jobs in Exeter
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