UA-185291695-1 Platform Investment Administrator, Jobs, 221

Platform Investment Administrator

Investment Administrator - Birmingham, West Midlands

Ref: 221Friday 1 October 2021

£24,000 - £27,000

We are recruiting a Platform Investment Administrator to join the team in our Bromsgrove office.

 

A Platform Investment Administrator is charged with working with client data and back-office systems accurately, with an emphasis on Excel use, to achieve the goals of the company.

 

Our remit includes data manipulation, analysis, and fund switching on investment platforms to assist in asset migration projects, together with the production of client-facing reports.

 

They will need to ensure they adhere to processes, procedures and timelines to the highest consistent standard.

 

Key Responsibilities

 

Ensure that all dealings with clients, colleagues and third parties are always

Assist in the production of accurate client facing material to be distributed to clients as an integral part of asset migration projects.

Process of fund switches on investment platforms within prescribed timescales, whilst being highly attentive to detail and delivering an impeccable client experience.

Extraction of client data from investment platforms and third parties.

 

To Be considered:

 

Experience in a wealth management environment is essential