Investment Administration Manager
other jobs Flair for Recruitment
Added before 1 hours
- England,South West,Bristol
- Full Time, Contract
- £35,000 - £40,000 per annum
Job Description:
Full job descriptionOur client is seeking an Investment Administration Manager to join their team on a 12 month FTC. You will manage a team of 5 or more Investment Assistants, supervise workflow and support the overall growth of the business by providing training and development to your team allowing for efficient delivery.
Key Responsibilities:
*Lead and manage a team of 5+ Investment Assistants, providing coaching, mentoring, training, performance management and ongoing development
*Deliver high-quality operational support to Investment Managers and Brokers, ensuring efficient day-to-day administration and providing overflow cover where required
*Support client servicing and onboarding, including pre-meeting preparation, new client paperwork, valuations, performance reporting, applications, transfers and suitability documentation
*Monitor team performance and processes, producing MI and regular reporting, setting team objectives, identifying improvements and ensuring work is completed efficiently and to a high standard
*Collaborate across the business, working with Business Managers, Operations and other teams to resolve issues, improve processes and ensure effective communication
*Ensure regulatory and process compliance, including FCA, CASS, AML and GDPR requirements, while supporting projects and contributing to wider business initiatives
About You
*Previous team leader or management experience
*Experience within Wealth Management (or similar)
*Friendly, confident and assertive with excellent interpersonal skills
*Strong communication and customer service skills
*Excellent administration skills with high accuracy and attention to detail
*Reliable and flexible, with previous experience in a busy department desirable
*Good knowledge of Word, Excel and Outlook, with a willingness to learn new systems and processes
If this sounds like you, Apply Today!
Key Responsibilities:
*Lead and manage a team of 5+ Investment Assistants, providing coaching, mentoring, training, performance management and ongoing development
*Deliver high-quality operational support to Investment Managers and Brokers, ensuring efficient day-to-day administration and providing overflow cover where required
*Support client servicing and onboarding, including pre-meeting preparation, new client paperwork, valuations, performance reporting, applications, transfers and suitability documentation
*Monitor team performance and processes, producing MI and regular reporting, setting team objectives, identifying improvements and ensuring work is completed efficiently and to a high standard
*Collaborate across the business, working with Business Managers, Operations and other teams to resolve issues, improve processes and ensure effective communication
*Ensure regulatory and process compliance, including FCA, CASS, AML and GDPR requirements, while supporting projects and contributing to wider business initiatives
About You
*Previous team leader or management experience
*Experience within Wealth Management (or similar)
*Friendly, confident and assertive with excellent interpersonal skills
*Strong communication and customer service skills
*Excellent administration skills with high accuracy and attention to detail
*Reliable and flexible, with previous experience in a busy department desirable
*Good knowledge of Word, Excel and Outlook, with a willingness to learn new systems and processes
If this sounds like you, Apply Today!
Job number 4114019
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