Details:
- Salary: £30,000 - 35,000 - Annum
- Job Type: Permanent
- Job Status: Full-Time
- Salary Per: Annum
- Location: IP33 Bury St Edmunds Suffolk
- Date: 2 weeks ago
Description:
Investment Management Secretary / Administrator - Bury St Edmunds / Hybrid - c£35k + benefits and bonus
* Great opportunity for a Financial Services Secretary / Administrator, with c2 years experience in Investment / Wealth Management (at some point in career) to join a small yet successful team
* Provide administrative support to investment service activities
* Competitive salary and benefits package offered
* On-site parking available
* Hybrid working - 3 days per week in the office
Our client, a successful Investment Management firm, is looking for an enthusiastic, motivated and highly organised Investment Management Secretary / Wealth Management Administrator or Finance Secretary 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 administrative 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 and forward-thinking environment. The role will be client facing and will involve liaising with HNWIs, therefore excellent communication and interpersonal skills are crucial.
Opportunity: Our client is a well-established, successful investment / wealth management firm. They are extremely client-focused, with an extensive private client base, so they 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 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
* c2 years experience in Investment / Wealth Management at some point in your career
* 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
* An understanding of the UK Regulatory framework is desirable
Interested in this Investment Secretary / Desk Administrator role?
This 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 - Investment Management