Brooks Macdonald is a discretionary investment management company, formed in 1991 with the desire to do things differently. Over the years the company has grown organically - funds under management rose from £1.22bn in December 2008 to over £11bn today. Brooks Macdonald has been a member of the Alternative Investment Market since 2005 and currently employs 500 people. Headquartered in London, the Company has 12 offices across the UK and the Channel Islands.
We now have a fantastic opportunity for an experienced Administrator to join our team working in the London office.
The role will involve providing excellent administrative support for the team of Investment Managers based at the London office, and the main duties of the role will include:
Providing administrative support for the team of Investment Managers based at the London office;
Assisting with on going administrative management of new and existing clients, processing of application forms, establishing client accounts and client transfers;
Assisting with the preparation, formatting and distribution of documentation (client agreements, quarterly valuations, contract notes and ad hoc client and Professional Adviser correspondence);
Establishment and maintenance of compliant client records;
Making payments to and from clients accounts;
Acting as first point of contact in respect of client and Professional Adviser queries.
This role requires a proactive and resourceful candidate with a sound administrative background within a regulated industry, ideally the finance sector. Previous experience of supporting an Investment Manager would be desirable.
You will be accustomed to managing a busy workload and will be a confident communicator who isn’t afraid to challenge the status quo. The ideal candidate will be tenacious, professional and persuasive, with the ability to build effective relationships quickly. A track record of working in a fast-paced environment is essential as well as being able to prioritise your own workload effectively. You must be computer literate, well organised and detail focused, with excellent written and verbal communication skills.