1 Investment Administrator Job in Edinburgh, IN
IDEX Consulting is Hiring an Investment Administrator Near Edinburgh, IN
Responsibilities
- Assist with the on-boarding process and facilitate the smooth opening of investment accounts for new and existing clients. This will include the preparation, distribution, review and submission of account opening paperwork, ensuring that all mandatory details, forms and anti-money laundering details are obtained.
- Investment suitability and due diligence reviews for new and existing clients, including drafting suitability letters and ensuring investment managers have sufficient notice to arrange meetings.
- Run reports, prepare presentations and transaction summaries for Investment Managers and financial advisers.
- Work with the Investment Managers to implement post-meeting actions.
- Instruct and check static data updates.
- Produce cost and charges illustrations.
- Arrange payments to clients, advisers and third parties with the responsibility of completing the verification of new accounts.
- Prepare and obtain transfer paperwork and then work with the internal transfers teams to ensure transfers are carried out accurately within a reasonable timeframe.
- Assist with deceased account administration process.
- Distribute valuations, tax packs and performance data.
- Collate and distribute reports / summaries for third party information requests.
- Assist with the set-up of new financial adviser relationships and ensure all due diligence documents are completed.
- Handle telephone queries from clients and third parties.
- File maintenance.
- Keep all relevant individuals up to date on the progress and completion of tasks, particularly on-boarding, transfers and payments.
- Ensure all compliance procedures are being followed and keep on top of changes and requirements for the investment team.
- Previous financial services experience, ideally within an asset management function
- Private client experience is desirable along with a working knowledge of on-boarding procedures, third party provider processes and investment accounts
- Deliver levels of service expected by High Net Worth clients
- Strong communication and interpersonal skills (verbal and written)
- Strong IT and MS Office skills: Word (intermediate level), Excel (intermediate level - basic formulas), PowerPoint (intermediate level), Outlook (advanced level)
Our Diversity, Equity and Inclusion Mission At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.
Job Summary
Full Time
Business Services
$113k-156k (estimate)
06/22/2024
07/11/2024
idexconsulting.com
BIRMINGHAM
25 - 50
2006
Private
LOUISE MICHELLE GREEN
<$5M
Business Services
Related Companies
The job skills required for Investment Administrator include Due Diligence, Investment Management, Asset Management, Financial Services, PowerPoint, etc. Having related job skills and expertise will give you an advantage when applying to be an Investment Administrator. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Investment Administrator. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Investment Administrator positions, which can be used as a reference in future career path planning. As an Investment Administrator, it can be promoted into senior positions as an Investment Portfolio Manager, Sr. that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Investment Administrator. You can explore the career advancement for an Investment Administrator below and select your interested title to get hiring information.
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