Looking for varied, part-time office work in a friendly environment?
Could you be the professional, reliable, and organised person we need to support our Investment Management Team?
If you have strong admin skills, take pride in accurate work and enjoy supporting colleagues and clients, this could be a great opportunity to develop your career within financial services.
Where do you fit in?
You’ll be at the heart of our Investment Management Team, helping everything run smoothly for both clients and colleagues. Your work will include setting up new client files, preparing letters and forms, sending reports, updating CRM and client management systems, and assisting with fees, payments and calculations using Excel.
You’ll prepare documents and packs for clients and Investment Managers, arrange meetings and presentations, process cheques and payments, manage filing and support with operational tasks and projects.
You’ll also play a key role supporting the wider office. This could include handling post and couriers, answering calls, greeting clients and visitors, ordering supplies, liaising with suppliers, and helping with meeting and presentation preparation.
You’ll help the team deliver an efficient, professional, and client-focused service.
What’s in it for you?
- A competitive salary + benefits including private medical insurance, paid birthday leave and a staff discount platform
- A busy, varied role within an expanding business
- Opportunities to learn and develop within a positive, customer-focused environment
What do you need to succeed?
- Professional Office admin experience, great attention to detail, confident literacy, numeracy and IT skills, and GCSEs in English and Maths (or equivalent)
- You’ll be comfortable using Excel and Word, with confidence and proficiency in mail merge
- A friendly, professional approach, excellent communication skills, discretion, integrity and a collaborative, client-focused mindset
Experience gained within financial services / regulated environment would be advantageous.
This role is for three full days per week, Monday to Wednesday from 9am to 5.30pm
You’ll be based from our Bath office: BA2 3GZ
To discover more about a career with us please visit - www.hawksmoorim.co.uk/about-us/join-our-team/
We are committed to equality of opportunity for all; we care passionately about our staff and are committed to promoting and protecting the physical and mental health of all our employees.
No agencies please
Part Time Desk Assistant - Investment Management in Bath employer: Argentis Group Limited
Join a dynamic and award-winning investment management firm located in the heart of Bath, where you will thrive in a supportive work culture that prioritises client success and employee well-being. With competitive salaries, private medical care, and opportunities for professional growth through further qualifications, this role offers a meaningful career path in a friendly environment. Enjoy the benefits of hybrid working after your training period, all while being part of a knowledgeable team dedicated to your development.
