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Investment Managers Assistant (FTC)

in-pact consulting
Job LocationBath
EducationNot Mentioned
Salary£21,000 - £25,000 per annum
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypeContract, full-time

Job Description

My client is one of the UKs longest standing Investment / Wealth Management forms who are keen to recruit a talented administrator to join their team initially on a 12 month contract. The role will involve supporting a successful Investment Manager / Team and duties will include:

  • Assist with the administration of client portfolios and records
  • Assist with maintaining and opening client accounts
  • ensuring client records are accurate and up to date
  • Assisting with the production of client reports
  • Liaising directly with clients and intermediaries such as accountants and solicitors
  • Administering payments and liaising with the accounts department re cash movements
  • Ensuring that records are compliant
  • Helping with general office tasks
    • Applicants are likely to be Alevel educated with strong communication skills and ideally some form of Administration experience from the Investment / Financial Services sector. You will possess a good degree of initiative, a keen eye for detail and the ability to adapt your approach according to the Manager that you are supporting.This is a great opportunity to build your administration experience in the Investment / wealth management sector with one of the UKs most respected independent firms. Required skills
  • Communication Skills
  • Financial Services
  • General Administration
  • Investments
  • Client Correspondence

    • Keyskills :
    Communication Skills Financial Services General Administration Investments Client Crespondence

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