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Investment Administrator Winchester

Company

Montpellier Resourcing

Location

south east england, uk, United Kingdom

Type

Permanent

URGENT REQUIREMENT

Hybrid Working Available!

Up to £29,000 plus excellent bonus and benefits

Due to growth and expansion a fantastic opportunity has arisen to join a leading Investment Management firm based in Winchester. Our client is seeking an Investment Administrator to join their team to oversee the core functions of account opening and account amendments. You will be the point of contact for Investment Managers working in different departments, providing administrative support and ensuring the completeness of the account opening process.

Duties of the Investment Administrator to include:

  • Reviewing all account-related documentation, assessing it’s completeness and monitoring the amendment process through to completion.
  • Maintaining money laundering documentation.
  • Maintaining account opening documentation and preparing packs for Investment Managers.
  • Responsible for promptly banking client cheques and ensurin...

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