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- Tasks: Provide administrative support and help manage client relationships in a dynamic investment environment.
- Company: Join a forward-thinking investment firm focused on teamwork and client success.
- Benefits: Gain valuable experience, develop skills, and enjoy a supportive work culture.
- Why this job: Kickstart your career in finance while making a real difference for clients.
- Qualifications: Strong organisational skills and a willingness to learn about the finance industry.
- Other info: Opportunities for professional development and growth within a collaborative team.
The predicted salary is between 30000 - 42000 £ per year.
Administrative support as directed by the Investment Manager e.g., file notes, letters, client meeting arrangements.
Developing and maintaining client relationships by providing accurate and timely administration support, adapting your approach for vulnerable clients.
Account opening and closing.
Transfer of stock into accounts and payments.
Updating Avaloq with static data.
Producing Excel reports via data held on Avaloq.
When required to support the Investment Manager, placing trades in Avaloq based on received instructions from other staff on the Desk, ensuring they are executed and booked correctly.
Support Investment Managers with preparation and administration for client pitches and meetings.
Assisting wider team with ongoing projects.
Carry out any other relevant duties within the remit of the role and as reasonably directed by management.
Contribute to efficiency improvement initiatives and sharing of best practice.
Undertake technical or any other relevant training as and when required.
Be proactive in developing knowledge of the industry and the market.
Undertake and record relevant Continuous Professional Development (CPD) to develop knowledge and skills.
Team Assistant employer: Canaccord Wealth
Contact Detail:
Canaccord Wealth Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Team Assistant
✨Tip Number 1
Network like a pro! Reach out to people in the industry, attend events, and connect on LinkedIn. You never know who might have the inside scoop on a Team Assistant role.
✨Tip Number 2
Prepare for interviews by researching the company and its culture. Tailor your answers to show how your skills can support their Investment Managers and enhance client relationships.
✨Tip Number 3
Practice makes perfect! Do mock interviews with friends or family to get comfortable talking about your experience in administration and client support.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed and shows you’re serious about joining our team.
We think you need these skills to ace Team Assistant
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience that aligns with the Team Assistant role. We want to see how your skills can support our Investment Manager and contribute to client relationships.
Showcase Your Admin Skills: Since this role involves a lot of administrative tasks, be sure to mention any previous experience you have in managing files, arranging meetings, or producing reports. We love a candidate who can keep things organised!
Demonstrate Your Proactivity: We’re looking for someone who takes initiative. In your application, share examples of how you've improved processes or contributed to team projects. Show us that you’re ready to jump in and make a difference!
Apply Through Our Website: Don’t forget to submit your application through our website! It’s the best way for us to receive your details and ensures you’re considered for the role. We can’t wait to hear from you!
How to prepare for a job interview at Canaccord Wealth
✨Know Your Role Inside Out
Before the interview, make sure you thoroughly understand the responsibilities of a Team Assistant. Familiarise yourself with tasks like client meeting arrangements and using Avaloq for data management. This will help you demonstrate your knowledge and show that you're ready to hit the ground running.
✨Showcase Your Communication Skills
Since this role involves developing client relationships, be prepared to discuss how you've effectively communicated in previous roles. Share specific examples where you adapted your approach for different clients, especially vulnerable ones, to highlight your empathy and adaptability.
✨Be Ready for Technical Questions
Brush up on your technical skills related to Excel and Avaloq. You might be asked to explain how you would produce reports or manage data. Practising these scenarios can give you the confidence to answer questions accurately and show your proficiency.
✨Demonstrate Your Proactivity
Employers love candidates who take initiative. Prepare to discuss instances where you've contributed to efficiency improvements or shared best practices in your previous roles. This will illustrate your proactive nature and commitment to continuous professional development.
