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Portfolio Administrator

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Portfolio Administrator

  • Location:

    Salisbury

  • Sector:

    Office Professionals , Financial Services

  • Job type:

    Permanent

  • Salary:

    £24k (c)

  • Contact name:

    Liam McConnell

  • Contact email:

    liam@requireconsultancy.com

  • Job ref:

    REF: 4060

  • Published:

    15 days ago

  • Expiry date:

    21 May 00:00

​We have a new vacancy available within a Financial Services firm based in Salisbury who are currently looking to add to their team with a Portfolio Administrator.

The primary role of the Portfolio Administrator will be to administer & support the business in accordance with regulatory requirements, agreed Service Levels and departmental objectives.

In summary, you will ensure all requests received from clients are processed within timeframes as well as working within a Quality Assurance process that ensures work is administered to the standards expected and that you support project and IT initiatives.

Key responsibilities will include:

  • Work in conjunction with Portfolio Manager

  • Provide support to Portfolio Manager to enable them to manage the team in accordance with departmental strategy and objectives.

  • Comply with documented departmental policies and procedures and encourage others to do so

  • Assist Portfolio Manager in providing training

  • Act as a conduit for upward communication and feedback to Portfolio Manager

  • Provide relevant information to Portfolio Manager

  • Contribute to process reviews, constantly seeking ways to streamline and improve

  • Maintain good business relationships with internal and external customers

  • Take responsibility for own development

  • Take responsibility for individual tasks and know when to refer to others

  • Ensure that all work performed is to the deadlines and standards set by the Portfolio Manager

Within this new role, you will become part of a small team who have created a positive working environment perfect for delivering high levels of service to their clients. We are looking for someone who sharea the same professional outlook as well as a good team player who has a drive to further develop their skills & responsibilities over time.

The role is full time, Mon-Fri based in Salisbury. Free parking is also available on site. 

Please contact Liam@requireconsultancy.com to apply 

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