Are you an excellent communicator at all levels with the ability to provide support to team members when required? Do you have exceptional administration skills with a meticulous attention to detail?
Our client, a leading Wealth Management firm, is looking for an Investment Assistant to join their London team.
Your responsibilities:
- Support investment managers in developing and maintaining client relationships
- Deal with any of the clients' needs and ensure their files are up to date
- Produce and prepare draft suitability letters for investment managers
- Deal with compliance related matters such as anti-money laundering documentation
- Ensure all certificates are recorded and client money dealt with in line with CASS regulations
- Deal with corporate actions, account statements, income statements, valuations, and standing orders
Your skills and experience:
- Excellent administration skills
- Meticulous attention to detail
- IT competent and familiar with MS Outlook, Word, and Excel
- Able to work unsupervised
- Exceptional team working skills
If this sounds like you, please apply today.