About the Role:
We are seeking a highly organised and proactive Investment Managers' Assistant to join our dynamic and client-focused investment management team. This is a fantastic opportunity to support a small but busy group of investment managers who handle a diverse portfolio of discretionary and advisory clients.
This is a non-regulated, administrative role that plays a vital part in maintaining strong client relationships and ensuring the smooth operation of day-to-day investment activities.
Key Responsibilities:
- Provide comprehensive administrative support to investment managers.
- Manage incoming correspondence and complete dictation transcriptions.
- Assist with opening and maintaining client accounts, including AML documentation.
- Maintain accurate and up-to-date client records and assist in preparing suitability reports.
- Liaise with clients and intermediaries such as solicitors and accountants.
- Monitor and follow up on new investments and resolve any related issues.
- Coordinate with the accounts department on cash movements and payments.
- Ensure compliance with regulatory requirements.
- Support onboarding of new clients and manage KYC documentation.
- Handle occasional special projects and contribute to process improvements.
Qualifications & Experience:
- GCSEs (or equivalent) including Maths and English; A-levels preferred.
- An industry-recognised qualification (e.g., Investment Operations Certificate) is advantageous.
- Previous experience in a financial services or investment environment is desirable.
- A general understanding of the stock market and investment operations is beneficial.
Skills & Attributes:
- Excellent written and verbal communication skills.
- Strong organisational and numerical abilities.
- High attention to detail and accuracy under pressure.
- Proactive approach to problem-solving and task ownership.
- Flexible team player with the ability to adapt to different working styles.
- Positive, enthusiastic attitude with a professional and personable manner.
Why Join Us?
You'll be part of a supportive and professional team where your contributions are valued. This role offers a great opportunity to develop your career in investment management within a respected and client-centric firm.