Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Support the Investment Management team and manage client interactions daily.
- Company: Join a successful and inclusive team in the financial services sector.
- Benefits: Enjoy a competitive salary of £45,000 plus benefits, with a structured work environment.
- Why this job: Make a real difference while using your organizational skills in a valued role.
- Qualifications: Experience in financial services and strong MS Office/CRM skills are essential.
- Other info: Work Monday to Friday, 8:30 AM to 5 PM, in a collaborative office setting.
The predicted salary is between 36000 - 60000 £ per year.
Desk Assistant/Investment Administrator, EC2 £45,000 + benefits Are you an Investment Administrator, with several years’ experience relating to all client admin? Do you like dealing with clients, making a difference and love using your organisational skills? Do you want to be valued? Use your initiative? Take ownership of the administration and organisation? If the answer is yes; we’d love to hear from you. Particularly, if you are strong on processes and IT and enjoy being part of a successful, inclusive team. In-office Monday – Friday. What you’ll be doing day-to-day: Supporting Investment Management team and their clients Liaising with dealers and brokers Preparing correspondence and meeting reports Using CRM software Processing investor applications and coordinating investor processes, including KYC Responding to client queries and attending meetings with clients Managing multiple appointments within a shared diary Keeping files up to date Keeping up to date on compliance and regulation Arranging events, lunches and meetings Attending client and compliance briefings Hours 8.30 – 5 and 5 days a week in the office The skills you need to bring: Experience in financial services Strong MS Office and CRM skills An understanding and interest in Financial Services Superb client facing skills Confident communication skills Hard-working attitude
Desk Assistant/Investment Administrator, EC2 employer: Aldrich & Co
Contact Detail:
Aldrich & Co Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Desk Assistant/Investment Administrator, EC2
✨Tip Number 1
Make sure to highlight your experience in financial services during any networking opportunities. Attend industry events or webinars where you can meet professionals in the field and discuss your background and skills.
✨Tip Number 2
Familiarize yourself with the latest trends and regulations in the financial services sector. This knowledge will not only help you in interviews but also demonstrate your commitment to staying informed and relevant in the industry.
✨Tip Number 3
Practice your client-facing communication skills. Consider role-playing scenarios with a friend or mentor to build confidence in handling client queries and presenting information clearly.
✨Tip Number 4
Showcase your organizational skills by discussing specific examples of how you've managed multiple tasks or appointments in previous roles. This will illustrate your ability to handle the demands of the Desk Assistant position effectively.
We think you need these skills to ace Desk Assistant/Investment Administrator, EC2
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in investment administration and client management. Use specific examples that demonstrate your organisational skills and familiarity with CRM software.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for financial services and your ability to support an investment management team. Mention how your skills align with the job requirements and express your enthusiasm for being part of an inclusive team.
Highlight Relevant Experience: In your application, emphasize any previous roles where you managed client queries, processed applications, or coordinated meetings. This will show that you have the necessary experience to excel in this position.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any errors. A polished application reflects your attention to detail and professionalism, which are crucial in the financial services industry.
How to prepare for a job interview at Aldrich & Co
✨Showcase Your Client-Facing Skills
Since the role emphasizes superb client-facing skills, be prepared to share specific examples of how you've successfully managed client relationships in the past. Highlight your ability to communicate effectively and resolve issues.
✨Demonstrate Your Organizational Abilities
The job requires strong organizational skills, so come ready to discuss how you prioritize tasks and manage multiple appointments. You might even want to mention any tools or methods you use to stay organized.
✨Familiarize Yourself with Financial Services
Make sure you have a solid understanding of the financial services industry. Be prepared to discuss current trends or regulations that may impact the role, showing your genuine interest in the field.
✨Highlight Your IT Proficiency
Since strong MS Office and CRM skills are essential, be ready to talk about your experience with these tools. If possible, provide examples of how you've used technology to improve processes or enhance client interactions.
