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Investor Administrator

  • Full Time
  • Guildford
  • £25,000 - £30,000 USD / Year
  • Salary: £25,000 - £30,000

Are you passionate about servicing clients and colleagues well on a daily basis? Do you have previous experience working with projects and happy supporting management? Our client based in Guildford are looking for an Investor Services Administrator to join their team!

The Investor Administrator will:
Process administrative activities
Deal with new business and servicing clients
Perform all key administration duties
Monitor receipt of stock and cash
Deal with balances to make sure they are in line with expectations
Monitor, re-allocate and escalate any issues to make sure the SLAs are met
Answer customer and adviser queries
Monitor outstanding queries to a satisfactory completion
Maintain accurate client and adviser records
Prepare and dispatch welcome letters
Be responsible for other correspondence timely and accurately and in line with SLAs
Understand the rules and regulations
Support any other general activities that may be required from time to time

The Investor Services Administrator will:
Have an understanding of funds or models
Be confident with core client journeys
Maintain good problem solving skills and be able to change processes
Work with confidence on the telephone and via email
Have a good understanding of wealth management
Have worked within a similar role previously
Work well under pressure and be organized

Please apply for further information and the chance to be considered for this great role! In return our client offers a great working environment and a challenging yet rewarding role.

Ref: 07827

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Adele

Director

Adele has worked in the recruitment industry for pretty much her entire life! She started out with a major plc where she rapidly moved through the ranks to become the youngest area manager on record. Following this she ran a 60 branch independent network before taking the plunge in 1994 and starting her own business. By her own admission this was probably one of the scariest things that she has ever done (and she has had 5 kids and had jumped out of an aeroplane at 12,000 feet!).

“After years of managing other people, getting back to the sharp end dealing with employers and candidates at first was terrifying – would I be able to do what I had spent years training others to do? I needn’t have worried, my view that recruitment is not rocket science was reinforced and it was evident that so many people were getting it wrong. By simple caring more and trying harder to get people what they want, my business was a runaway success”

Email Adele