Required Skills
Financial Services Administration Experience
Platform Management
Client Support Experience
Transaction Processing
Attention to Detail
Communication Skills
Record Keeping
Team Collaboration
Process Management
Job Summary
A leading private client management firm in North London seeks an experienced Investment/Platform Administrator to join their growing team. This position offers hands-on experience in investment portfolio management and client services within a modern, progressive environment.
Experience
Essential financial services administrative/client support experience, particularly in investment platform operations and client portfolio management.
Job Responsibilities
- Manage new client platform onboarding and implementation
- Process client trades, transfers, withdrawals and payments
- Follow and maintain company procedures and documentation
- Liaise with financial planning and private client departments
- Provide comprehensive client support services
- Participate in internal meetings and action required support
- Coordinate with third-party providers
- Update team on client requirements and actions
- Ensure accurate record-keeping of all transactions
- Support overall platform operations
Job Benefits
- Hybrid Working Options
- Flexible Working Arrangements
- Career Development Opportunities
- Wellbeing Support Initiatives
- Comprehensive Benefits Package
- Professional Development Investment
- Modern Working Environment
- Progressive Company Culture
- Competitive Salary
- Career Progression Opportunities
Desired Skills
Investment Product Knowledge
Platform Software Proficiency
Portfolio Management Experience
Client Relationship Skills
Problem-Solving Abilities
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