INVESTEC WEALTH & INVESTMENT Salary
30 GRESHAM STREET LONDON EC2V 7QN ENGLAND
INVESTEC WEALTH & INVESTMENT Premium profile inactive Premium profile inactive
Earnings on positions in INVESTEC WEALTH & INVESTMENT
INVESTEC WEALTH & INVESTMENT is looking for employees for positions:
senior administrator
Working hours
- full-time
Benefits
- company car
Responsibility
- general administration duties to support the investment team as a whole
- liaise with admin and settlement areas as necessary
- ensure compliance with regulatory and organisational requirements / procedures at all times
- preparation of forms for potential new clients and organise client on-boarding
- arranging the transfer of investments for new and existing client ensuring the transfer is completed as efficiently as possible
- distribute and respond, as appropriate, internal correspondence and e-mails
- liaise with clients and/or advisers to on-board new accounts and ensure the documentation meets regulatory standards
- arrange the stock/cash transfer; close accounts when necessary
Requirements
- competent at working to deadlines and managing own time
- flexible attitude to work in response to changing workloads and deadlines within the team
- exceptional focus on attention to detail, and numerical skills
- working knowledge of Fiscal and Pulse is desirable but not essential
- excellent interpersonal skills with the ability to communicate effectively with Investment Managers and clients
- excellent telephone manner
- investment Administration: 1 year
- relevant administrative experience in a financial services environment