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Wealth Management Assistant

Carousel Consultancy Ltd
Job LocationLondon
EducationNot Mentioned
Salary£40,000 - £45,000 per annum
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent , full-time

Job Description

Wealth / Investment Management Desk Assistant - City of London / Hybrid Working - c£40k-£45k + generous benefits and bonus (DoE)

  • Great opportunity for a Client Services Executive / Investment Management Administrator / Desk Assistant
  • A true career role with potential for development into senior roles
  • Provide administrative support to investment service activities
  • Competitive salary (up to £45k) and benefits package offered
  • Incredible offices, great location and dynamic and sociable environment
  • Hybrid working - 3 days per week in the office
Our client, a City based Wealth Management company, is looking for an enthusiastic, motivated and highly organised Investment Management Administrator / Wealth Management Assistant / Finance Secretary or Client Services Executive to join them as a Desk Administrator.The role will suit someone with an interest in wealth / investment management, but please note: this is not a role with progression into an Investment Manager position; this is an administration role with the potential to lead to Senior Desk Administrator or Investment Administration Manager roles.Although this is a financial administration based position, undertaking traditional ways of working, this is based in a fast-paced, dynamic and forward-thinking environment. The role will be client facing and will involve liaising with HNWIs, therefore excellentcommunication and interpersonal skills are crucial.Opportunity: Our client is a well-established, successful investment / wealth management firm, based in genuinely stunning offices near Liverpool Street station. They are extremely client-focused, with an extensive private client base, sothey look for warm, personable and highly efficient team members to join them. Our client is offering a competitive salary and benefits package for the right individual, based on experience.Key responsibilities in this Desk Administrator / Assistant - Wealth Management role will include:
  • Assisting with new client account opening process
  • Drafting client reports, documentation and correspondence
  • Developing and maintaining client relationships, arranging and assisting at meetings as needed
  • Extensive typing and filing
  • Proofreading and checking all documentation
  • Maintaining all records and ensuring the CRM is up-to-date
  • Preparing payment, transfer and other Investment Administration forms
  • Ad hoc projects
  • Providing secretarial cover when necessary
  • And more
What we’re looking for:
  • Previous relevant financial administration experience (ideally 2 years+)
  • Experience of dealing with processes and procedures
  • Excellent written and verbal communication skills
  • Fast, accurate typing skills
  • Demonstrable ability to build and maintain business relationships
  • Highly organised, methodical and meticulous nature
  • Analytical and numerate
  • Ability to multi-task, prioritise and work to deadlines
  • PC literate - MS Excel, Outlook, Word (Advanced) and knowledge of PowerPoint
  • IAD qualification is advantageous
  • Demonstrable interest in finance - City Markets and Private Client Fund Management is preferable
  • An understanding of the UK Regulatory framework is desirable
Interested in this Wealth Management Desk Assistant roleThis incredibly interesting role will challenge the right candidate; if this is what you’re looking for, please submit your CV ASAP, quoting AE - Desk Administrator - Wealth Management’Required skills
  • Client Services
  • Investment Management
  • Wealth Management
  • Investment Administration
  • Private Client

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