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For Companies At a Glance
- Tasks: Support the Investment Management team with client account openings and report drafting.
- Company: Join a highly recognized Wealth Management company in the heart of London.
- Benefits: Enjoy a full-time role with opportunities for professional development and a dynamic work environment.
- Why this job: Be part of a reputable firm, enhance your skills, and build relationships with clients.
- Qualifications: 3-4 years of experience in Investment Administration; level 4 RDR qualification preferred.
- Other info: Proficiency in Microsoft Office is essential; must be organized and proactive.
The predicted salary is between 43200 - 72000 £ per year.
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Our client is a Wealth Management company based in the City of London, highly recognised with a fantastic reputation.
The Role
The Senior Investment Administrator / Investment Assistant will support an established Investment Management team and will be responsible for the new Client Account Opening process as well as drafting client reports to coincide with valuations, and dealing with ad hoc client requests and queries.
The Senior Investment Administrator / Investment Assistant is to have the ability to type with accuracy when professionally presenting documents for the Investment Manager to sign off and should ensure all documents have been proof-read.
Keep up to date with filing, internal CRM systems and ensure all information is up to date for year end Investment file reviews.
The Senior Investment Administrator / Investment Assistant is to prepare client payments, receipt and transfer of client funds as well as any other forms for the Investment Manager.
The Senior Investment Administrator / Investment Assistant should be proactive in efficiencies and potential process improvements, as well as be confident in solving administrative problems.
Answering telephone calls from Clients and taking down accurate messages to pass on to the Investment Manager, developing good relationships with private clients, helping with any queries in a professional manner.
The Investment Administrator / Investment Assistant will prepare transactions on the client’s internal systems to be processed by the Investment Manager.
The Candidate
A minimum of 3-4 years Investment Assistant / Investment Administration experience supporting a Wealth Management desk.
Ideally level 4 RDR qualified – or willing to study IAD eventually.
Excellent written and verbal communication skills.
Organised and able to multi-task in a fast-paced environment.
Computer literate with a good knowledge of Microsoft, Excel, Outlook and Word.
Approachable and professional when dealing with clients.
Seniority level
Not Applicable
Employment type
Full-time
Job function
Finance, Analyst, and Administrative
Industries
Investment Management, Financial Services, and Investment Banking
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Senior Investment Administrator , Investment Assistant , Wealth Management employer: JJSearch
Contact Detail:
JJSearch Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Investment Administrator , Investment Assistant , Wealth Management
✨Tip Number 1
Familiarize yourself with the specific software and CRM systems commonly used in wealth management. Being able to demonstrate your proficiency in these tools during the interview can set you apart from other candidates.
✨Tip Number 2
Network with professionals in the investment management field. Attend industry events or join relevant online forums to connect with people who can provide insights or even refer you to opportunities at the company.
✨Tip Number 3
Stay updated on current trends and news in the financial services sector. Being knowledgeable about recent developments can help you engage in meaningful conversations during interviews and show your passion for the industry.
✨Tip Number 4
Prepare to discuss specific examples of how you've improved processes or solved administrative challenges in your previous roles. This will demonstrate your proactive approach and problem-solving skills, which are crucial for this position.
We think you need these skills to ace Senior Investment Administrator , Investment Assistant , Wealth Management
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in investment administration and wealth management. Emphasize your skills in client account opening processes, document preparation, and communication.
Craft a Strong Cover Letter: Write a cover letter that showcases your understanding of the role and the company. Mention your experience with client interactions and your ability to handle administrative tasks efficiently.
Highlight Technical Skills: Since the role requires proficiency in Microsoft Office, especially Excel, Outlook, and Word, be sure to mention any specific projects or experiences where you utilized these tools effectively.
Proofread Your Application: Before submitting, carefully proofread your application materials. Ensure there are no typos or grammatical errors, as attention to detail is crucial for this position.
How to prepare for a job interview at JJSearch
✨Showcase Your Experience
Make sure to highlight your 3-4 years of experience in Investment Administration or as an Investment Assistant. Be prepared to discuss specific examples of how you've supported a Wealth Management desk and the impact of your contributions.
✨Demonstrate Attention to Detail
Since accuracy is crucial in this role, be ready to talk about your process for ensuring documents are proofread and error-free. You might even want to share a time when your attention to detail made a significant difference in your work.
✨Communicate Effectively
Excellent written and verbal communication skills are essential. Practice articulating your thoughts clearly and concisely, and prepare to answer questions in a professional manner, especially when discussing client interactions.
✨Be Proactive About Improvements
The role requires a proactive approach to efficiencies and process improvements. Think of examples where you identified a problem and implemented a solution, and be ready to discuss how you can bring that mindset to the team.
