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Investor Services Administrator, Guernsey

2022-01-14 18:23:062022-02-12 Personnel Appointments
Job Type Permanent
Area Guernsey, United Kingdom Guernsey United Kingdom
Sector Investment
Start Date ASAP
Job Ref XS29309
Job Views 31
Our client is looking to expand their local investor services team and are looking for someone with excellent client service experience and the ability to process, monitor and analyse data.

Overall purpose of the role:

The position requires a team player with the ability to analyse and interpret data, working to strict deadlines to ensure the maintenance of investor records and appropriate handling of sensitive information. Excellent communication skills and attention to detail are critical to ensure investor communications are accurate and appropriate. Knowledge of relevant regulation and legislation relating to Guernsey Investment business would be an advantage.

Key responsibilities will include;

•Investor on-boarding and ongoing investor relations, to include reviewing and responding to investor queries on a wide range of matters
•Assisting the team with fundraising and fund closing matters
•Ensuring the accurate maintenance of investor records, in particular relating to investor contacts and bank details for distributions
•Management Portal with regards to Investor reporting
•Ensuring investor communications are accurate and appropriate
•Processing transfers of partnership interests
•Using and developing the General Partners’ investor database for maximum benefit to all parties
•Liaising with both internal and external stakeholders
•Attending and contributing to team meetings

The successful candidate will have:

•Client/customer service experience, experience of data processing, monitoring and analysis & the ability to interact with investors confidently as well as other external and internal stakeholders

For more information, please email: or call: +44 1481 723221. Please visit our website for our latest vacancies.
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