Operations & Investments Administrator

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. 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. Accurately updating our internal CRM database 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 Assisting the DFM Sales team with client call enquires, including email response when the Sales team are unavailable and out of the office Building rapport with clients Preferred 2 years’ investment operations/client services experience gained within the wealth management/asset management industries Ability to deliver good outcomes for the team and the business Microsoft application literate, Excel, Word, CRM 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. Salary: £25,000 - £28,500 depending on experience + bonus 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. 23 days annual leave ~ Auto enrolled into the company pension scheme after 3 months employment ~ 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