Investment Management Assistant, EC2 22897
£40,000 + benefits
Are you a confident communicator who thrives in a client facing role?
Do you have 2+ years’ experience in financial services, with a desire to develop your career and build your skillset in a fast-paced, professional environment?
Would you be eager to learn by supporting a team of Investment Managers at a family office of a leading stockbroking firm in the City?
Are you strong on processes and IT and enjoy being part of a successful team? If the answer is yes, we’d love to hear from you!
You’ll be at the heart of the action; supporting clients and investors from foundations, leading figures in government, and high net worth individuals.
This role will be 5 days a week in the office for the first 6 months, then hybrid 3/2.
What you’ll be doing day-to-day:
- Supporting Investment Management team with client relationships
- Entering deal instructions received from Investment Managers
- Preparing letters and presentation packs
- Entering new data and managing the CRM software
- Sending documentation out to new and existing clients
- Processing investor applications and coordinating investor processes
- Responding to client and advisor queries
- Managing multiple appointments within a shared diary
- Maintaining multiple spreadsheets to support workflows and meet deadlines
- Electronic and physical filing of paperwork relating to client correspondence
- Providing support with general administration for the desk
- Arranging events, lunches and meetings
The skills you need to bring:
- 2 years’ 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
