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Temporary Investment Administrator - until the end of 2026

Our client currently has a fixed-term contract available within their Investment Management Department for an Investment Administrator until the end of 2026. The successful candidate will be primarily responsible for the ongoing administration of externally managed customer portfolios. Reporting to the 3rd Party Team Manager, key responsibilities include account opening and closures, ensuring that all relevant documentation and agreements are completed. The role also entails processing all cash transfers between third parties and the company in line with customer requests and the identification, investigation, and resolution of third party and customer queries. Maintaining positive relationships with external stakeholders and supporting other team members are essential duties for this position. The successful candidate will need to demonstrate the ability to organise and work to strict deadlines while exhibiting a flexible and adaptable attitude. A minimum of 2 years' experience in an investment-related or similar role, alongside a strong working knowledge of Microsoft Office, particularly Excel, is essential.

Job Duties:

  • Account opening and closures, ensuring all necessary documentation is completed.
  • Processing cash transfers between third parties and the company in accordance with customer requests.
  • Identification, investigation, and resolution of third party and customer queries.
  • Maintaining positive relationships with external stakeholders.
  • Supporting other team members.

Job Requirements:

  • A minimum of 2 years’ experience in an investment-related or similar role.
  • An active interest in investments.
  • Strong working knowledge of Microsoft Office, particularly Excel.
  • Ability to organise and work to strict deadlines.
  • A flexible and adaptable attitude.
  • Strong accuracy, particularly when inputting data.
  • Team player mentality.

What You’ll Love:
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This role offers the opportunity to play a key part in an essential area of investment administration. You will work in a supportive and collaborative environment where your skills will be nurtured. The organisation values professional growth and provides ample training and career development opportunities, making it an excellent place for someone looking to advance their career in investment management.

Interested? Register today, confidentially, with one of our friendly and dedicated recruitment specialists by clicking here