Investment Administrator

The Company: A very well-established Wealth Management business based in Central York who are looking to appoint an Investment Administrator to join their Portfolio Management team. Supporting Portfolio Managers and Financial Advisers, this is a varied opportunity suited to someone with previous investment administration or wealth management experience who enjoys working in a technical, client-focused environment with responsibility for investment transactions, portfolio administration and operational support. Office Location: Central York Working Setup: Office-based Hours: Full-time (Mon-Fri) Package: Circa £30k base + bonus and full company benefits Benefits: Pension, 4xDIS + healthcare and study support towards professional exams Holidays:25-days + stats The Role: A varied Investment Administration role providing administrative and operational support to the Portfolio Management team, ensuring the accurate processing of investment transactions and the delivery of an excellent client experience. Key accountabilities include: Process investment transactions accurately and within agreed service standards Maintain accurate and up-to-date client and investment records across internal systems Prepare investment documentation, portfolio administration and client correspondence Monitor outstanding transactions and proactively progress cases through to completion Assist with investment reporting, portfolio valuations and cash movements Support settlement activities and ..... full job details .....