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- Tasks: Assist with client accounts, compliance, and admin support in a dynamic financial environment.
- Company: Join one of the UK's top Investment & Wealth Management firms, known for excellence.
- Benefits: Enjoy opportunities for personal development and a collaborative team culture.
- Why this job: Build a long-term career in a prestigious firm while gaining valuable experience.
- Qualifications: GCSEs in English & Maths (A-C) or equivalent; prior admin experience in finance is a plus.
- Other info: Ideal for those passionate about finance and eager to learn in a supportive setting.
The predicted salary is between 28800 - 43200 £ per year.
Meraki Talent is delighted to be supporting one of the UK’s leading Investment & Wealth Management firms with the appointment of an Administrative Assistant.
- Open client accounts in line with AML and internal compliance regulations
- Process and monitor changes to client information and account amendments
- Assist with portfolio transfers and internal account transactions
- Review and collate Capital Gains Tax (CGT) information
- Process account closures and maintain up-to-date client records
- Provide ad hoc admin support, including reception duties and meeting preparation
Experience in a similar admin role within Financial Services, Investment, or Wealth Management.
Strong understanding of regulatory requirements and compliance procedures.
GCSEs in English & Maths (A-C) or equivalent qualifications.
This is an excellent opportunity for someone looking to build a long-term career within a prestigious wealth management environment. You’ll be joining a collaborative and professional team that supports personal development.
Assistant Team Administrator employer: Confidential
Contact Detail:
Confidential Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Assistant Team Administrator
✨Tip Number 1
Familiarise yourself with the specific regulatory requirements and compliance procedures relevant to the Investment and Wealth Management sector. This knowledge will not only help you in interviews but also demonstrate your commitment to the role.
✨Tip Number 2
Network with professionals already working in the financial services industry. Attend industry events or join online forums to gain insights and potentially get referrals that could boost your application.
✨Tip Number 3
Prepare for potential scenario-based questions during interviews by thinking about how you would handle specific administrative tasks or challenges in a wealth management context. This will show your problem-solving skills and readiness for the role.
✨Tip Number 4
Research the company culture and values of the firm you're applying to. Tailoring your conversation to align with their ethos can make a significant impact during interviews, showcasing that you’re a great fit for their team.
We think you need these skills to ace Assistant Team Administrator
Some tips for your application 🫡
Understand the Role: Read the job description carefully to understand the key responsibilities and requirements. Highlight your relevant experience in administrative roles, especially within Financial Services or Wealth Management.
Tailor Your CV: Customise your CV to reflect the skills and experiences that align with the Assistant Team Administrator position. Emphasise your understanding of regulatory requirements and compliance procedures, as well as any relevant qualifications.
Craft a Compelling Cover Letter: Write a cover letter that showcases your enthusiasm for the role and the company. Mention specific examples from your past experiences that demonstrate your ability to handle administrative tasks and support a team effectively.
Proofread Your Application: Before submitting, thoroughly proofread your application materials. Check for spelling and grammatical errors, and ensure that all information is clear and concise. A polished application reflects your attention to detail.
How to prepare for a job interview at Confidential
✨Know Your Compliance Basics
Since the role involves understanding regulatory requirements, brush up on AML and compliance regulations relevant to the financial services sector. Being able to discuss these confidently will show your preparedness and suitability for the position.
✨Highlight Relevant Experience
Make sure to emphasise any previous administrative roles you've held, especially within Financial Services or Wealth Management. Prepare specific examples of tasks you’ve handled that relate to the job description, such as processing account changes or managing client records.
✨Demonstrate Attention to Detail
In this role, accuracy is key. Be ready to discuss how you ensure precision in your work, particularly when handling sensitive information like Capital Gains Tax data or client account details. You might even want to share a story where your attention to detail made a difference.
✨Show Enthusiasm for Personal Development
This position offers a chance for long-term career growth. Express your eagerness to learn and develop within the company. Mention any relevant courses or training you’re interested in pursuing to enhance your skills in the wealth management field.
