Junior Investment Operations Administrator

An exciting opportunity to begin a junior role at a highly renowned Wealth Management business.

Company overview

EQ Investors’ (EQ) award-winning, discretionary fund management arm works with financial intermediaries primarily in the UK but also overseas. EQ Investors’ Positive Impact, Future Leaders + Climate Action propositions focus on sustainable and impact investments and offer both model portfolios on multiple platforms as well as bespoke portfolios.

EQ is also Certified B Corporation (having been one of the Founding firms in the UK), an internationally recognised standard for companies that believe in business as a force for good. Making a positive contribution to the wider community is a core part of our business philosophy.

Role

This is a great opportunity to join an established Investment Operations and support team and to be an integral member of EQ’s Investment Operation support areas. The Junior Investment Operations role is key to the success of the team and will report to the Head of Investment Administration.

You will be required to provide comprehensive and efficient administrative support to deliver an excellent client service demonstrating compliance to internal policies, procedures and regulatory requirements.

The Junior Investment Operations Administrator will be a key part of the Investment Team, with essential interactions with a multitude of third parties (Fund managers/Platforms/IFA’s) as well as internal stakeholders. The role will suit an individual who has attention to detail, a good work ethic and strong communication skills.

How you’ll add value

Accurately updating our internal CRM database
Prompt and professional response to client queries
Support FE Transmission licences management, including updating activity count using Analytics Usage reports
New client onboarding: Sending agreements and confirming when access is granted, welcome emails for new IFAs
Monitoring and reporting flows, setting up and maintaining client fee rebates where applicable
Assist with AUM reporting, including attaining and processing platform reports, reconciliation and reporting findings to internal parties
Updating EQ documentation, for example, Costs + Charges and the Platform availability documentation
Assisting the DFM Sales team with client call enquires, including email response when the Sales team are unavailable and out of the office
To cover and assist with colleagues’ workload when required
Monitoring clients who register for downloads, offering assistance and arrange catch up meetings with the Sales team
Assist with organising events and conferences
Building rapport with clients
Tracking registrant attendance and cancellations for events – follow up with necessary email updates
Updating the Impact Calculator and Carbon Calculator creation
Assist with providing clients and staff with CPD certificates

What you’ll need to be successful in this role

Preferred 2 years’ investment operations/client services experience gained within the wealth management/asset management industries
Strong communication and relationship management skills in a professional manner
A keen, proactive, positive, motivated individual with a ‘can do’ attitude
A strong attention to detail
Ability to work independently and to take on responsibility, keeping all required parties and your line manager updated with your progress
Ability to liaise with both internal and external stakeholders
Ability to deliver good outcomes for the team and the business
Microsoft application literate, Excel, Word, CRM
Numerically literate
Good organisation and planning skills – able to work to tight deadlines

Opportunity for personal growth

In line with our values and ethos, we recognise the talent that exists within our organisation and we aim to invest in and nurture our employees development. We encourage our staff to grow and enhance their skills to develop their careers.

We will provide opportunity and support for you to take professional qualifications if desired.

Salary + benefits

Salary: £25,000 – £28,500 depending on experience + bonus

Start date: ASAP

The role is a full-time position, based at least three days a week working from our office near Monument in London, with the salary + discretionary bonus based on performance.

Other benefits include: