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- Tasks: Provide top-notch admin support for portfolio management and client services.
- Company: Reputable wealth management firm in Newcastle with a focus on client satisfaction.
- Benefits: Gain valuable experience in investment management and develop essential skills.
- Why this job: Kickstart your career in finance while making a real difference for clients.
- Qualifications: Experience in financial services and proficiency in Microsoft Office required.
- Other info: Join a supportive team and enjoy opportunities for professional growth.
The predicted salary is between 28800 - 48000 £ per year.
A wealth management firm in Newcastle is seeking an organised Team Assistant to support its Portfolio Management function. This role involves providing comprehensive administrative support to ensure high-quality client service, handling account openings, maintaining data accuracy, and preparing client materials.
The ideal candidate will have a background in financial services and be skilled in Microsoft Office, with a strong attention to detail and a client-service mindset. This is a great opportunity to build a career in investment management.
Portfolio Management Support Specialist in Newcastle upon Tyne employer: Cameron Kennedy
Contact Detail:
Cameron Kennedy Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Portfolio Management Support Specialist in Newcastle upon Tyne
✨Tip Number 1
Network like a pro! Reach out to people in the financial services sector, especially those working in portfolio management. A friendly chat can lead to insider info about job openings and even referrals.
✨Tip Number 2
Prepare for interviews by brushing up on your knowledge of investment management. Familiarise yourself with common industry terms and trends. This will show your passion and help you stand out as a candidate who’s genuinely interested.
✨Tip Number 3
Don’t underestimate the power of follow-ups! After an interview, send a quick thank-you email to express your appreciation. It keeps you fresh in their minds and shows your enthusiasm for the role.
✨Tip Number 4
Apply through our website for the best chance at landing that Portfolio Management Support Specialist role. We’re always on the lookout for organised team players who are ready to dive into the world of investment management!
We think you need these skills to ace Portfolio Management Support Specialist in Newcastle upon Tyne
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in financial services and any relevant skills. We want to see how your background aligns with the Portfolio Management Support Specialist role, so don’t be shy about showcasing your Microsoft Office prowess!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re passionate about client service and how you can contribute to our team. We love seeing enthusiasm and a genuine interest in investment management.
Showcase Attention to Detail: In this role, accuracy is key! Make sure your application is free from typos and errors. We appreciate candidates who take the time to double-check their work, as it reflects the high standards we uphold at StudySmarter.
Apply Through Our Website: We encourage you to apply directly through our website for a smoother process. It helps us keep track of applications and ensures you get the best chance to join our fantastic team!
How to prepare for a job interview at Cameron Kennedy
✨Know Your Financial Services Basics
Brush up on your knowledge of financial services and investment management. Be prepared to discuss industry trends, key concepts, and how they relate to the role of a Portfolio Management Support Specialist. This shows your genuine interest and understanding of the field.
✨Showcase Your Organisational Skills
Since the role requires strong organisational abilities, come ready with examples of how you've successfully managed multiple tasks or projects in the past. Use the STAR method (Situation, Task, Action, Result) to structure your responses and highlight your attention to detail.
✨Demonstrate Your Client-Service Mindset
Prepare to discuss scenarios where you provided excellent client service. Think about challenges you faced and how you resolved them. This will help illustrate your ability to maintain high-quality client interactions, which is crucial for this position.
✨Familiarise Yourself with Microsoft Office
As proficiency in Microsoft Office is essential, make sure you're comfortable discussing your experience with tools like Excel, Word, and PowerPoint. You might even want to mention specific functions or features you’ve used that could be beneficial in the role.
