Investment Administrator

Administrators

Investment Administrator

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  • Date posted
    March 31, 2026
  • Expiration date
    June 30, 2026
  • Application ends
    June 30, 2026

Our Client Currently looking for Investment Administrator

 

What You’ll Do

  • Process applications, redemptions, switches, and investment‑related transactions.
  • Complete daily banking, reconciliations, and data integrity checks.
  • Respond to customer and adviser enquiries with clarity and professionalism.
  • Prepare monthly reporting, statements, and digital communications.
  • Support system upgrades, UAT testing, and process improvement initiatives.
  • Conduct AML/CTF reviews and ensure compliance with policies and SLAs.

What You Bring

  • Experience in financial services operations or investment administration.
  • Strong communication skills and confidence dealing with advisers and customers.
  • High attention to detail and ability to work under pressure.
  • RG146 (general advice) or willingness to obtain.
  • Proficiency with Microsoft Office and CRM systems.
  • A proactive, solutions‑focused mindset.
  • Are you interested in this position?

     

    Apply by clicking on the “Apply Now” button below!

     

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