Investment administrator

Investment Administrator (12 month contract) GBP25,000 - GBP30,000 BCR/JH/11077 Birmingham Bell Cornwall Recruitment is proud to represent a leading investment firm in their search for an Investment Administrator in Birmingham. This role offers a unique opportunity to support two successful Investment Managers in one of the most dynamic teams in the industry. If you #39;re seeking a role that combines rigorous administrative responsibilities with the chance to grow in the financial services sector, this position could be ideal for you. Key Responsibilities: Client Support and Administration: Provide crucial support to Investment Managers, handling a diverse client portfolio that includes private clients, professional clients, IFAs, and charitable organisations. Manage all associated administrative duties, including account management and client communication. Documentation and Compliance: Maintain precise documentation and compliance, focusing on Know Your Client information and CRM system accuracy. Prepare client records, fact-find forms, and suitability letters. Communication: Serve as the first point of contact for client and intermediary inquiries, managing calls, taking messages, and ensuring effective communication. Report and Presentation Preparation: Create detailed reports and PowerPoint presentations for client meetings and internal use. Event and Marketing Support: Organise materials for marketing events and client communications, including quarterly updates and holiday greetings. Key Criteria: Proactive Team Player: Capable of supporting a busy team, prioritise tasks and manage a high-volume workload with accuracy. Willingness to Learn: Open to developing new skills and knowledge, with potential for pursuing professional qualifications. Strong IT Skills: Proficient in Microsoft Office applications (Word, Excel, PowerPoint, Outlook). Attention to Detail: Strong attention to detail with a solid understanding of interdepartmental processes and operational needs. Communication Skills: Excellent verbal and written communication skills for managing both client and internal communications. About You: You are driven, eager to tackle new challenges, and keen on making the most of this exciting opportunity. With a focus on learning and team collaboration, you are ready to contribute to our client #39;s success and be part of an inclusive culture that values each individual #39;s input. If you think this sounds like you, we #39;d love to hear from you. For more information on other roles we have available, please get in touch or apply now. Interested? Please click the #39;APPLY #39; button now! BCR aim to get back to all successful applicants within 24 hours however if you have not received a response within this period then it may be that your application has been unsuccessful. BELL CORNWALL RECRUITMENT We want to make finding a job that you will love as effortless as possible and can offer evening appointments to fit around your working life. Love Work Be Happy Follow BCR on Twitter @LoveWorkBeHappy to view all of the latest jobs. (For the purposes of recruiting for this vacancy Bell Cornwall Recruitment is acting as a recruitment agency. Bell Cornwall Recruitment is an equal opportunities employer who welcomes applications from all age groups)