Client Portfolio Administrator (Wealth Management)

A large financial services company is looking for an experienced Portfolio Services Administrator to join it's team.
 
Please note that to be suitable you will need to have experience in at least two of the following areas:
- Capital Gains Tax
- Performance measurement
- Valuations maintenance
- Corporate actions
- Probate valuations
 
This role will involve working to ensure client portfolio records and accurately maintained to show up to date valuations and investment holdings. You will set up and maintain client accounts, ensuring documentation is accurate, liaise with investment managers and maintain client reports.
 
This Portfolio Administrator role is paying up to £29,000 plus an excellent benefits package including 25 days annual leave.
 
To apply, please send a copy of your CV. 
Salary:
£29,000
Type:
Permanent
Location:
London - Central
Sector:
Office
Ref:
17744
Contact Name:
Chris Hiett

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