Revenue, COGS & Receivables Administrator
Songtradr
Client Administrator
Evelyn Partners
full-time
Posted on:
Location: 🇬🇧 United Kingdom
Visit company websiteJob Level
Mid-LevelSenior
About the role
- 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.
Requirements
- Proven experience working in the financial services industry with investment management experience
- Ambition to build a career within a financial services firm, with a willingness to learn and develop
- A strong client service ethic
- Strong (verbal and written) communication skills with an ability to build relationships
- The ability to fully plan workload and display excellent organisational skills
- Ability to use judgement and reasoning to propose solutions to problems
- Knowledge of Investments, Pensions and Life Assurance preferred
