Details:
- Salary: £40,000 - 45,000 - Annum
- Job Type: Permanent
- Job Status: Full-Time
- Salary Per: Annum
- Location: EC2M Coleman Street Greater London
- Date: 3 weeks ago
Description:
Wealth / Investment Management Desk Administrator - 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 excellent communication 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, 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 Desk Administrator - Investment 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 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 - Wealth Management