Investment Administrator

Investment Administrator Job Description Template

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


  • Managing production of meetings packs for the private client team;
  • Overseeing meeting rooms and diaries;
  • Being a point of contact for queries, taking ownership of resolving where possible but knowing the right time to escalate;
  • Assisting with reporting, including valuations.


  • Excellent communication skills, both written and verbal;
  • Ability to understand clients’ needs;
  • Attention to detail and a well-organised way of working;
  • A pro-active, can-do/creative attitude;
  • Numerate and ability to analyse and synthesis data;
  • A sound and proven experience within pension benefits administration;
  • Demonstrates knowledge of our commercial market place and where the Company sits within it;
  • Able to demonstrate the ability to identify data anomalies and issues and correct them at source or seek guidance as appropriate.