At a Glance
- Tasks: Support Fund Managers with cash monitoring, reporting, and client communication.
- Company: Join an award-winning investment firm known for its friendly culture and growth opportunities.
- Benefits: Enjoy a competitive salary, private medical care, paid birthday leave, and charity volunteering options.
- Other info: Hybrid working available after training; work hours are Monday to Friday, 8.30am to 5pm.
- Why this job: Be part of a dynamic team where your contributions directly impact client service and business success.
- Qualifications: Admin experience and IT confidence are essential; training provided for those new to finance.
The predicted salary is between 28800 - 43200 € per year.
Due to an internal promotion, we are looking for some additional help for our friendly team. If youre a natural with numbers, IT, and system savvy, and surprisingly good with spreadsheets, then this could be the perfect role for you
Where do you fit in?
Youll be providing support for our Fund Managers, covering a wide range of work, including monitoring cash balances and dealing on Funds and Model Portfolios when instructed by Fund Managers. Youll work on various daily, weekly, monthly, and quarterly tasks, creating reports and obtaining information from spreadsheets and different software systems. Confident with Excel, you wont fear a formula, and will be used to looking up data.
Youll be checking and updating valuations and prices, dealing and cash transaction records and liaising with clients and third parties with information requests. Youll provide some sales, marketing and general administration support, as well as having the chance to work with other teams across our business.
Youll play a vital part in our business, ensuring that our Fund Managers have everything that they need to provide a great service to our clients.
Whats in it for you?
- A competitive salary and great benefits, including private medical care, paid birthday leave and opportunities to volunteer for charity
- The opportunity to learn and grow your career with a friendly, expanding, award winning business
- You\'ll be based from our Exeter office, working with a small, friendly team
- Admin experience within a professional company, and confidence with IT are a must (If youve worked within an FCA regulated company that would be great, but if not were happy to train you)
- Friendly and helpful, youll have excellent communication and people skills, a high degree of literacy and numeracy, along with meticulous attention to detail
- The drive to make an impact in a growing organisation. Youll use your initiative but also wont be afraid to ask questions. Your contribution will ensure the success of both your team and our business
To discover more about a career with us and to view the full job description, 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
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Fund and Investment Assistant - Hybrid in Exeter employer: Hurst Point Group
Join a dynamic and supportive team at our Exeter office, where we prioritise employee well-being and professional growth. With competitive salaries, private medical care, and unique benefits like paid birthday leave and charity volunteering opportunities, we foster a culture of collaboration and development. As a Fund and Investment Assistant, you'll play a crucial role in our award-winning business while enjoying the flexibility of hybrid working after your training period.
StudySmarter Expert Advice🤫
We think this is how you could land Fund and Investment Assistant - Hybrid in Exeter
✨Tip Number 1
Familiarise yourself with the latest trends in fund management and investment. This will not only help you understand the industry better but also allow you to engage in meaningful conversations during interviews, showcasing your enthusiasm and knowledge.
✨Tip Number 2
Brush up on your Excel skills, especially formulas and data analysis techniques. Consider taking a short online course or watching tutorials to enhance your proficiency, as this will be crucial for the role and will impress your potential employers.
✨Tip Number 3
Network with professionals in the finance and investment sector. Attend relevant events or join online forums to connect with people who can provide insights into the role and potentially refer you to opportunities within their organisations.
✨Tip Number 4
Prepare to discuss your previous administrative experience and how it relates to the responsibilities of the Fund and Investment Assistant role. Be ready to share specific examples that demonstrate your attention to detail and ability to manage multiple tasks effectively.
We think you need these skills to ace Fund and Investment Assistant - Hybrid in Exeter
Some tips for your application 🫡
Tailor Your CV:Make sure your CV highlights relevant experience in administration and IT. Emphasise your skills with numbers, spreadsheets, and any previous roles that involved supporting teams or managing data.
Craft a Compelling Cover Letter:In your cover letter, express your enthusiasm for the role and the company. Mention specific examples of how your skills align with the job requirements, particularly your experience with Excel and attention to detail.
Showcase Your Communication Skills:Since the role involves liaising with clients and third parties, demonstrate your excellent communication skills in your application. Use clear and concise language, and consider including examples of successful interactions from past roles.
Highlight Your Initiative:Mention instances where you took the initiative in previous roles. This could be about improving processes, assisting colleagues, or learning new software. Show that you're proactive and ready to contribute to the team.
How to prepare for a job interview at Hurst Point Group
✨Showcase Your Excel Skills
Since the role requires a strong command of Excel, be prepared to discuss your experience with spreadsheets. Highlight specific functions or formulas you are comfortable with and consider bringing examples of reports you've created in the past.
✨Demonstrate Attention to Detail
This position demands meticulous attention to detail. During the interview, share instances where your attention to detail made a significant impact on a project or task. This will show that you understand the importance of accuracy in fund management.
✨Prepare for Scenario Questions
Expect questions that assess your problem-solving skills and ability to handle various tasks. Prepare for scenarios related to cash monitoring or client communication, and think about how you would approach these situations effectively.
✨Emphasise Your Communication Skills
As you'll be liaising with clients and third parties, it's crucial to demonstrate your excellent communication skills. Be ready to discuss how you've successfully communicated complex information in previous roles, ensuring clarity and understanding.
