Office Administrator (Wealth Management) x4

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Job description

Role: Office Administrator (Wealth Management)

Department: Trust

Location: London, UK

Role Type: Permanent

£26,000

An exciting opportunity has opened up for an administrator to join a leading national investment management company at their London office. The role involves delivering administrative support to managers and directors while providing exceptional services to a portfolio of high-net-worth families and trust structures.

Responsibilities of the Investment Administrator include:

• Scanning, filing, and distributing incoming mail.
• Managing diaries and emails for Managers/Directors.
• Coordinating travel arrangements and processing expense requests.
• Managing charitable grant requests and maintaining the grants database.
• Attending client meetings and taking minutes.
• Scanning and filing company documents within CCH systems.
• Entering data into CCH.
• Completing internal forms for new clients and closures.
• Maintaining safe records.

Requirements for the Investment Administrator:

• Strong organisational skills with exceptional time management abilities.
• Consistently maintains high accuracy and attention to detail, even under pressure.
• Minimum of A Levels or equivalent qualifications (Diploma, HNC, HND, etc.).
• Prior experience in high-volume administration within a regulated environment, such as financial services, accountancy, legal, or banking.
• Proficient in IT with strong skills in MS Office applications; experience with CCH is an advantage.

This vacancy is being advertised by Montpellier Resourcing Associates Limited. The services advertised by Montpellier Associates Resourcing Limited are those of an Employment Agency

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