Portfolio Administrator

• Contract Type: 12-Month Maternity Cover
• Location: Ipswich
• Salary: Up to £26k

Reed Financial Services are seeking a Portfolio Administrator to join a nationwide firm's Fund Research team on a 12-month maternity cover contract. The role is based in Ipswich, with responsibilities supporting the team in London. The successful candidate will provide essential administrative support for their Multi-Manager and Portfolio Management Services, ensuring efficient operation and client satisfaction.

• Onboard new clients to the Multi-Manager and Portfolio Management Services (PMS).
• Monitor cash transactions and maintain the Multi-Manager team inbox, addressing any enquiries.
• Place trades as required and handle queries from Investment Managers.
• Produce sample portfolios and presentations for both prospective and existing clients.
• Assist with general administrative tasks for the team, including updating weekly and monthly reports.
• Prepare data for team and board meetings, as well as arrange bulk journals for quarterly management fee rounds.
• Answer calls and provide excellent customer service.

• A good standard of education (A-level or equivalent).
• Previous administration experience, preferably within a financial setting.
• Proficiency in Excel and comfort with handling numerical data.
• Excellent communication skills, both verbal and written.
• A high degree of attention to detail and strong organisational skills.
• A willingness to undertake the CISI Level 3 UK Financial Regulation exam is desirable.

• Competitive salary for a 12-month contract.
• Opportunity to gain experience in a dynamic financial services environment.
• Support for professional development, including the CISI Level 3 UK Financial Regulation exam.

To apply for the Portfolio Administrator position, please submit your CV and cover letter detailing your relevant experience and why you are interested in this role.