Investment Service Administrator

at  Thomas Doll

As an Investment Service Administrator at Thomas Doll, you will be a key player in ensuring smooth operational processes and delivering unparalleled service to our clients. This multifaceted role encompasses a range of responsibilities, combining administrative support with client-focused interactions to contribute to the overall success of our wealth management services.
Responsibilities:

Investment Administration:

• Assist in the management of client portfolios, preparing trade proposals, and ensuring accurate and timely processing of investment transactions.
• Maintain organized and up-to-date client records, including account documentation and transaction history.
• Work closely with multiple financial advisors on various tasks including preparing relevant reports and documentation for meetings.

Client Relationship Management:

• Serve as a primary point of contact for clients, addressing inquiries, providing updates on account status, and fostering strong relationships.
• Actively listen to client needs, providing assistance and support to ensure a positive client experience.

Problem Resolution:

• Proactively identify and resolve client issues, collaborating with internal teams to ensure timely and satisfactory resolutions.
• Address administrative and operational challenges to maintain seamless client interactions.

Operational Support:

• Process account-related documentation, including preparation and follow up.
• Provide ongoing maintenance of client accounts and records, including assisting with money movement, transfers, and informational changes.
• Collaborate with the investment team to streamline operational processes and enhance efficiency.

Client Communications:

• Prepare and distribute regular communication to clients, including performance reports, market updates, and other relevant information.

Qualifications:

• Bachelor’s degree in finance, business, or a related field. You must have a minimum of ONE to THREE years’ experience
• Previous experience in investment administration and/or client service within the financial services industry.
• Strong organizational and multitasking abilities.
• Excellent communication and interpersonal skills.
• Detail-oriented with a commitment to accuracy.

Please refer the Job description for details