Description
Titan Private Wealth is hiring an Investment Management Administrator to provide secretarial and administrative support to its investment management team in Harrogate. The role covers client onboarding, account setup, client-file maintenance, account-opening processing, quarterly valuation support, cash-movement monitoring, Excel reporting, PowerPoint presentations, and coordination with compliance, operations, financial planning, and third parties. Candidates need GCSE English and Maths at grade C or above, prior administrative experience, strong communication and attention to detail, and proficiency with Microsoft Word, Excel, and PowerPoint; financial-services experience is advantageous. The position offers hybrid working and benefits including private medical insurance, a pension scheme, annual leave, and a discretionary bonus.
