Investment Administrator

Introduction

Through our client-facing brands and our other specialist brands, Momentum Group enables business and people from all walks of life to achieve their financial goals and life aspirations.

We help people grow their savings, protect what matters to them and invest for the future.

We help companies and organisations care for and reward their employees and members.

Through our own network of advisers or via independent brokers and utilising new platforms Momentum Group provides practical financial solutions for people, communities and businesses.

Disclaimer

As an applicant, please verify the legitimacy of this job advert on our company career page.

Role Purpose

To support investment operations by accurately processing transactions, maintaining data integrity, and ensuring timely reporting and compliance.

This role enables operational efficiency and contributes to exceptional client experience.

Requirements

1 – 3 years' Investment administration experience.

A Business Degree will be considered advantageous.

Duties & Responsibilities

Operational Support

• Assist the Head of Operations in driving operational efficiency.
• Collaborate with the team to obtain new and updated client agreements.
• Support onboarding of new clients, including portfolio setup and tracker investment management.
• Resolve and elevate client queries as needed.
• Maintain platform administration processes and documentation.
• Help remove administrative barriers to improve team productivity.

Data & Compliance Management

Portfolio Administration

Reporting & Communication

Brand & Relationship Building

Competencies

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