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- Tasks: Provide top-notch admin support to Investment Managers and assist with client portfolio monitoring.
- Company: Join a dynamic investment firm focused on delivering exceptional client outcomes.
- Benefits: Enjoy flexible working options, professional development opportunities, and a vibrant team culture.
- Why this job: Gain hands-on experience in finance while building valuable client relationships and enhancing your skills.
- Qualifications: No prior experience needed; just bring your enthusiasm and willingness to learn!
- Other info: Perfect for high school and college students looking to kickstart their career in finance.
The predicted salary is between 28800 - 48000 £ per year.
Provide excellent administrative support to Investment Managers to help deliver good client outcomes. Work efficiently and effectively adhering to the Company’s processes within the compliance framework. Under the management of the Investment Director, support various Portfolio Management teams with daily administration tasks associated with the ongoing monitoring of client portfolios in line with company procedures and models.
Working closely with the Investment Assistant on the desk to ensure the team are fully supported. Administrative support as directed by your manager. Supporting various teams as necessary, e.g., writing up file notes, drafting letters, arranging client meetings.
Developing and maintaining client relationships by providing accurate and timely administration support, adapting your approach for clients in vulnerable circumstances. 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 Desk, 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 the team with ongoing projects. Carry out any other relevant duties within the remit of the role and as reasonably directed by management. Ad hoc tasks as directed by your manager.
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
Familiarise yourself with the investment management industry and the specific processes used by our company. Understanding the compliance framework and how it impacts daily operations will give you an edge in interviews.
✨Tip Number 2
Showcase your organisational skills by preparing examples of how you've effectively managed multiple tasks or projects in previous roles. This will demonstrate your ability to support various teams efficiently.
✨Tip Number 3
Highlight your proficiency in using tools like Avaloq and Excel, as these are crucial for the role. If you have experience producing reports or managing data, be ready to discuss this in detail.
✨Tip Number 4
Emphasise your communication skills, especially in building client relationships. Be prepared to share examples of how you've adapted your approach to meet the needs of different clients, particularly those in vulnerable circumstances.
We think you need these skills to ace Team Assistant
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant administrative experience and skills that align with the responsibilities of a Team Assistant. Emphasise your ability to support investment managers and manage client relationships.
Craft a Compelling Cover Letter: Write a cover letter that showcases your understanding of the role and the company. Mention specific examples of how you've provided administrative support in previous roles, particularly in financial services or similar environments.
Highlight Compliance Awareness: Since the role involves adhering to compliance frameworks, include any experience you have with compliance processes or regulations in your application. This will demonstrate your ability to work within the company's guidelines.
Showcase Communication Skills: Given the importance of client interactions, highlight your communication skills in both your CV and cover letter. Provide examples of how you've effectively communicated with clients or team members in past roles.
How to prepare for a job interview at Canaccord Wealth
✨Know Your Role
Familiarise yourself with the responsibilities of a Team Assistant in an investment setting. Understand the importance of administrative support and how it contributes to client outcomes. Be ready to discuss how your skills align with these tasks.
✨Demonstrate Attention to Detail
Since the role involves managing client portfolios and ensuring compliance, showcase your ability to pay attention to detail. Prepare examples from your past experiences where your meticulousness led to successful outcomes.
✨Showcase Your Communication Skills
As you'll be interacting with various teams and clients, highlight your communication skills. Be prepared to discuss how you adapt your communication style for different audiences, especially in sensitive situations.
✨Prepare for Technical Questions
Brush up on your knowledge of tools like Avaloq and Excel, as these are crucial for the role. Be ready to answer questions about how you've used these tools in previous roles or how you would approach tasks involving them.
