Evelyn Partners

Administration

• Client Administrator – Investment Management in Birmingham. You will be responsible for providing full administrative support to Investment Managers, as well as building relationships with clients to deliver a positive and sleek client experience.
• Work closely with the aligned Financial Planners and/or Investment Managers to deliver excellent client outcomes; maintain regular contact with clients; liaise with operational teams where support is provided on activities (e.g., scripts, transfers, corporate actions, static data changes);
• Preparation of meeting packs and valuations as required; Assist investment managers in the preparation of new business pitches and presentations; Maintain back-office systems and client records in line with the company policies.
• This is a hybrid working role with a requirement to be in the office 3 days per week.