Investment Administrator
Quilter(2 months ago)
About this role
An Investment Administrator role at Quilter Cheviot supporting the Bristol investment team and reporting to the Head of Office. The position focuses on providing high-quality administrative support to investment managers and delivering excellent client service within a long-established wealth management firm. The role contributes to a high-performance culture and supports client account management and documentation.
Required Skills
- Client Administration
- Relationship Building
- Communication
- Detail Orientation
- Microsoft Office
- Account Opening
- Payments
- Investment Proposals
- Presentations
- Client Servicing
About Quilter
quilter.comAdvice, investments and wealth management aiming to create brighter financial futures for every generation.
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