We are looking for a Branch Assistant to join our branch in Kensington. The postholder will provide full administrative support to a team of Investment Managers, and helping the team deliver the best possible client experience for any prospects and clients of Killik & Co. This role provides a fantastic opportunity to get started in the Wealth Management industry, and for those who demonstrate the necessary competencies there is the potential in 18-24 months, to progress onto our Trainee Investment Manager programme.
Key Accountabilities
Assisting Investment Managers as required
Answering the telephones, triaging enquiries, answering basic enquiries, or taking messages and re-directing calls to the relevant Investment Manager
Reception work - greeting clients, advising Investment Manager of client arrival, refreshments
Post - opening, distribution, outbound in the afternoon
Administration - completion of forms, handling settlement enquiries, general enquiries, chasing up client correspondence, filing correspondence/paperwork in relevant client file
Setting up meeting rooms for client/prospect meetings and tidying up afterwards
Ensuring all Trust/Stocvk Buy lists, product packs, magazine, broachures etc are visible, tidy and up to date
Distribution of any product packs and follow up of any returned forms
Stock checks for stationary and office supplies as required
Assisting with branch marketing initiatives
Key Competencies
Getting Things Done: Delivers on agreed objectives promptly; prioritises workload; remains professional under pressure;
Communication & Sharing Knowledge: Confident, clear and accurate with all communication; maintains accurate records and makes effective use of new technology;
Customer Service: Positive attitude to find solutions in line with FCA principles; Uses customer feedback to improve service;
Effectiveness & Adaptability: Able to maintain a high volume of work, striving for continual improvements; understands individual contribution in relation to corporate objectives; presents a positive image and approach to change; and
Team Working: Shares knowledge, skills and experience with colleagues; understands team goals; is cooperative and supportive of others.
Candidate Profile
A good standard of education (minimum of A-level or equivalent, preferably in a relevant subject)
Previous experience of administration within financial services is essential ie an internship or 6 months Financial services experience
Excellent communication skills - verbal and written
Proactive and will strive to maintain high standards of work
A demonstrable interest in Financial Markets is highly desirable