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Investment Projects Administrator

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• Investment Projects Administrator – Surrey – £negotiable • Any Financial Services administration experience considered • Setting up new funds on our clients’ platform, lots of project involvement and client communications • Must be confident with MS Excel, a strong communicator, accurate and an analytical mindset • Great starting point for a career with a company that take staff development seriously The Company: This company enjoys a fantastic reputation within the Financial Services sector. They adjusted quickly to the pandemic, recruiting throughout 2020 and into 2021. This area of the business manages the core fund data for all 3rd Party Funds for platform business as well as their onshore and offshore mutual fund products. The Role: Whilst part of a team growing from 8-11 people, this role after training, will essentially be a stand-alone role that will see you get involved in a number of projects, liaising with a wide range of people within the business. You will support the set-up and maintenance of core fund data across a variety of fund products, whilst taking responsibility for the management of the projects allocated to you. This will include: • Managing all fund data held on the system • End to end project management of all allocated tasks • Communicate, manage & implement corporate actions, e.g. mergers, name changes, closures and charge changes • Coordinate the addition and amendment of core fund data for numerous products. • Provide accurate data as required to other areas both on a scheduled and ad-hoc basis • Take part in carrying out testing requirements for all functions within the team for regression and new functionality. • Identify and escalate potential issues to the appropriate business groups. • Represent the team at project meetings in relation to fund launches and corporate actions. Experience/Skills Required: For this Investment Projects Administrator role, our client will consider people with some previous Financial Services administration experience who are able to work independently, are well organised, can prioritise workloads and are analytical by nature. You should be strong with MS Excel, possess excellent communication skills, be a quick learner and able to adapt to a variety of software. Additional Information: The salary for the Investment Projects Administrator role is negotiable. The head office is based in Surrey and whilst this role can be partly WFH, you would need to live within a reasonable commute to the office. Impressive bonus and pension benefits as well as a genuine chance to progress to a Senior Associate role within 12-16 months. The Investment Projects Administrator position is one of a number of vacancies we are handling. ARC is a specialist within Financial Services recruitment and the Consultant handling this role has over 25 years of experience in this field. Areas of expertise include IFA Administration, compliance, customer services, pensions admin/technical roles, mortgage administration, paraplanners, marketing, underwriters and IT related roles. Check the website and feel free to call Darren Snell at any time.

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