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Venture Recruitment Partners
Whiteley
Venture Recruitment Partners are working with a globally operating financial services business based in Whiteley in their recruitment for a Senior Fund & Portfolio Administrator With 13 offices and more than 1,700 employees in the U.S., Canada, the UK, and Europe, they're looking for problem-solving, hands-on, and entrepreneurial individuals to ma
Job Source: Venture Recruitment PartnersVenture Recruitment Partners
Whiteley
Job Description Venture Recruitment Partners are working with a globally operating financial services business based in Whiteley in their recruitment for a Senior Fund & Portfolio Administrator With 13 offices and more than 1,700 employees in the U.S., Canada, the UK, and Europe, they're looking for problem-solving, hands-on, and entrepreneuria
Job Source: Venture Recruitment PartnersVenture Recruitment Partners
Fareham
Venture Recruitment Partners are working with a globally operating financial services business based in Whiteley in their recruitment for a Senior Fund & Portfolio Administrator With 13 offices and more than 1,700 employees in the U.S., Canada, the UK, and Europe, they're looking for problem-solving, hands-on, and entrepreneurial individuals to ma
Job Source: Venture Recruitment PartnersHeat Recruitment
Hampshire
Job Description Investment Portfolio Manager Hampshire/Surrey Basic to £100,000 plus full package Company A privately owned and highly regarded boutique wealth management firm looking to develop their offering and move to the next level. Role You will be responsible for, amongst other duties, undertaking fund selection, research, constructing
Job Source: Heat RecruitmentHeat Recruitment
hampshire, england, United Kingdom
Investment Portfolio Manager Hampshire/Surrey Basic to £100,000 plus full package Company A privately owned and highly regarded boutique wealth management firm looking to develop their offering and move to the next level. Role You will be responsible for, amongst other duties, undertaking fund selection, research, constructing and managing invest
Job Source: Heat RecruitmentDynamite Recruitment Solutions Ltd
Portsmouth
data entry administration Administrato rLocation: Portsmouth (fully based in the office) Start Date: Immediate start! Salary: £25800 starting salary with an opportunity for this to increase to 27K plus very quickly Plus fantastic benefits which include: 28 days holiday Free car parking Ongoing training and an opportunity to specialise withi
Job Source: Dynamite Recruitment Solutions LtdVelocity Recruitment
Portsmouth
Administrator with SharePoint Experience! The Role: We are looking for an Administrator to work with one of the UK’s leading property services companies. This Administrator must be motivated and computer literate with experience of SharePoint. Responsibilities: * Manage and organise project documentation using SharePoint. * Coordinate with pr
Job Source: Velocity RecruitmentReed
Eastleigh
Administrator 15 hours per week; Monday, Wednesday & Friday ( 5 hours per day) Eastleigh £12,000 per annum (pro rata salary) Maintain the client database and booking system. Deal with all incoming enquiries. Arranging visits. Any other ad hoc administrative duties. About you: Excellent telephone skills and an empathetic approach. Experience using s
Job Source: ReedWhiteley, England, United Kingdom
Venture Recruitment Partners are working with a globally operating financial services business based in Whiteley in their recruitment for a Senior Fund & Portfolio Administrator
With 13 offices and more than 1,700 employees in the U.S., Canada, the UK, and Europe, they're looking for problem-solving, hands-on, and entrepreneurial individuals to make an impact and grow within the company. Working alongside a team based in London to deliver a comprehensive first-class administrative service to a varied portfolio of Real Estate and Corporate clients in line with the defined business activities. You will maintain and enhance client relationships within your own portfolio, as well as supervise and develop junior team members.
Key Accountabilities:
Lead the smooth running of varied portfolio of clients, working in Southampton alongside a London-based team
Monitor, organise and prioritise own workload for discussion at team meetings
Day-to-day correspondence for own clients, sending complex items for review by senior staff
Ensure accurate preparation of regulatory documentation
Liaising with intermediaries such as auditors, lawyers, HMRC and Companies House
Periodic review of clients and clearing related action points
Supervision of and delegation to more junior member of staff
Manage billing and invoicing process for own portfolio
Monitor aged debt to report to Senior Manager and chasing clients for outstanding debt
Maintenance of statutory books and registers within systems and client files
Oversee the board meeting preparation process, attending and supporting the team at board meetings
Sign off of Companies House filings
Monitor payment runs within team, ensuring completion in line with timings agreed with clients
Final review of payment schedules
Review of payment instructions with supporting documents for issue to central team for processing
Key Skills:
An undergraduate or Masters degree would be preferred
4 years relevant industry administration experience with at least 3 years’ experience in running own portfolio, preferably administering full service corporate clients
Experience of supporting and coaching others on a one-to-one basis
Good company secretarial skills in areas such as statutory file maintenance, board meetings, minute writing, capital management, distributions and Companies House filings
Understanding company structures and governance
Basic understanding of client financial statements
In return, our client offers a flexible working pattern, regular social engagements and a fantastic benefits package, including a study support scheme.
If this is of interest, please apply or email [email protected]
Venture Recruitment Partners (also trading as Chilworth Partnership Ltd) is a Recruitment Agency. By applying for this role, you are authorising us as a Recruitment Agency to contact you and to provide services and information relating to job hunting activities. Please see our Privacy Policy at www.vrpartners.co.uk .
Portfolio Administrator jobs in Whiteley, England, United Kingdom
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