Investment Support Senior Administrator Job Description

Investment Support Senior Administrator Job Description Template

Our company is looking for a Investment Support Senior Administrator to join our team.

To train existing and new members of the team;
To complete all tasks delegated to them by the Investment Support Supervisor to meet SLAs;
To delegate workflow to members of the team;
Withdrawals and general maintenance of clients’ accounts;
Ensure that all data is accurate and up to date where appropriate;
To be a point of contact for consultants, members of the business and the team;
Maintain a clear understanding of the concept of Treating Customers Fairly (TCF) and how the client seeks to comply with this FCA requirement;
Liaising with Portfolio Managers and Dealing Executives;
To develop new methods of carrying out existing tasks in order to increase efficiency;
To respond to telephone and medium risk inbox queries, escalating where necessary.

Good working knowledge of Microsoft Word, Outlook and Excel;
Provider valuation procedures knowledge;
Relevant Operational procedures knowledge;
Good knowledge of the Financial Services Market and Investment Products;
Knowledge of TCF Principles and how they apply to the individual role;
Working knowledge of Pershing’s Nexus, 1st software and Nexus Complete Software Systems preferred.