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 a Certified B Corporation (having been one of the founding B Corps in the UK), this is 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 team and to be an integral member of EQ’s Investment Management Support areas. The Investment Operations Administrator role is key to the success of the team and will report to the Head of Investment Administration.
With essential interactions with a multitude of third parties (IFA’s/Private Clients/Fund Managers/Platforms) as well as internal team members and stakeholders, the role will suit an organised, motivated individual who enjoys responsibility, is thorough with detail, with 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:
- 23 days annual leave
- Auto enrolled into the company pension scheme after 3 months employment
- GLA (4 x Salary) + GIP (75% of Salary)
- Private medical care after successful completion of probation
- Electric vehicle scheme after successful complete of probation
- Opportunity to join company SIP share scheme after a years’ employment
- Flexible + remote working hybrid policy in operation
- Cycle to work scheme