Team Administrator

Role Overview

This Team Administrator role will be a permanent role, delivering administrative service and support to Investment Managers, Portfolio Managers, clients, introducers, and supporting functions. The ideal candidate will have a clear understanding of all processes and procedures within the administrative team.

What You Will Do

Open, scan, and save post to client files, answer client and introducer queries, stay on top of workflow queues, book meetings, and perform other administrative tasks.

Why It Might Be a Fit

The ideal candidate will have experience in a similar role, a demonstrable interest in financial services, and strong organisational and communication skills.

Requirements

• Experience in a similar role as a Team Administrator within Wealth or Investment Management
• Demonstrable interest in and understanding of financial services
• Proven organisation, planning and prioritising skills
• Demonstrable level of attention to detail
• Ability to engage with diverse clients and stakeholders

Benefits

• Flexible working
• Equal employment opportunities
• Promotion of diversity and inclusion