Administrator
Location: Leeds City Centre - Hybrid 2/3 days WFH
Contract: 6 months FTC initally chance of a perm role
Salary: £28,500
An excellent opportunity for an organised and detail-focused Investment Administrator to support Investment Managers with day-to-day administration and client relationship management.
Key Responsibilities
Prepare client meeting paperwork, valuations and performance reports.
Support client onboarding, including application forms, transfers and suitability reports.
Monitor new account openings and keep clients and Investment Managers updated.
Handle client and third-party enquiries regarding portfolios and accounts.
Prepare valuations, tax packs, weekly reports and annual performance reviews.
Liaise with internal teams to resolve queries and gather information.
Support compliance checks, including anti-money laundering documentation.
Manage incoming and outgoing post and assist with ad hoc projects.
Ensure all work complies with internal procedures, FCA and CASS requirements, anti-money laundering and GDPR regulations.
About You
Strong administration and organisational skills.
Excellent communication and attention to detail.
Professional approach to client service and confidentiality.
Able to manage competing priorities and work effectively within a team.
Financial services experience desirable, not essential.
Please click apply or email (url removed)
Huntress Search Ltd acts as a Recruitment Agency in relation to all Permanent roles and as a Recruitment Business in relation to all Temporary roles.
We practice a diverse and inclusive recruitment process that ensures equal opportunity for all we work with, irrespective of race, sexual orientation, mental or physical disability, age or gender. As an organisation, we encourage applications from all backgrounds and will ensure measures are met when required, to allow a fair process throughout.
PLEASE NOTE: We can only consider applications from candidates who have the right to work in the UK
