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- Tasks: Support investment managers with admin tasks and client communications.
- Company: Join a supportive team at Raymond James, committed to diversity and inclusion.
- Benefits: Gain valuable experience in finance with opportunities for growth.
- Why this job: Be part of a dynamic environment where your contributions matter.
- Qualifications: GCSEs in Maths and English; A Levels are a plus.
- Other info: Perfect for organised, adaptable individuals eager to learn.
The predicted salary is between 28800 - 43200 £ per year.
We’re looking for a proactive and detail-oriented Investment Managers’ Assistant to join our supportive and collaborative team. In this role, you’ll play a key part in ensuring our investment managers can deliver excellent service to a diverse range of clients. You’ll provide high-quality administrative support, help maintain accurate records, and assist with client communications. This is a non-regulated position, focused on administration and organisation, but with opportunities to contribute to client relationship management.
Responsibilities
- Provide a wide range of administrative services to support the team.
- Keep the office running smoothly, including managing supplies, mail, and equipment.
- Handle client queries with professionalism and care, ensuring accurate records are maintained.
- Support investment managers by preparing documentation, meeting materials, and client reports.
- Maintain compliance logs and promote a culture of accountability.
- Assist with portfolio administration, valuations, and payments.
- Liaise with colleagues across departments to ensure efficient processes.
- Welcome clients warmly when they visit and help create a positive experience.
- Contribute ideas to improve efficiency and enhance client service.
- Take part in occasional projects, such as gathering Know Your Client (KYC) information.
What We’re Looking For
We welcome applications from people of all backgrounds and experiences. If you’re organised, adaptable, and eager to learn, we’d love to hear from you.
Essential skills and qualities
- Strong communication skills, both written and verbal.
- Highly organised with excellent attention to detail.
- Comfortable working under pressure while maintaining accuracy.
- Initiative and problem-solving ability.
- Team-focused, with flexibility to support different working styles.
- Positive, enthusiastic, and approachable.
Qualifications & Experience
- GCSEs (or equivalent) including Maths and English.
- A Levels or further qualifications are a plus.
- Experience in a similar environment is helpful, but not essential.
- Knowledge of investment operations or the stock market is an advantage.
- Industry qualifications (e.g., Investment Operations Certificate) are welcomed but not required.
Raymond James is an equal opportunities employer. We treat all of our applicants the same and we have a diversity and inclusion strategy aimed at ensuring we hire the best person for the job regardless of age, gender, ethnicity, sexual orientation, disability or beliefs.
Investment Managers\' Assistant in Royal Tunbridge Wells employer: Raymond James UK
Contact Detail:
Raymond James UK Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Investment Managers\' Assistant in Royal Tunbridge Wells
✨Tip Number 1
Network like a pro! Reach out to your connections on LinkedIn or at industry events. We all know that sometimes it’s not just what you know, but who you know that can help you land that Investment Managers' Assistant role.
✨Tip Number 2
Prepare for interviews by researching the company and its culture. We want you to show how your skills align with their needs. Practice common interview questions and think about how you can demonstrate your organisational skills and attention to detail.
✨Tip Number 3
Follow up after interviews! A quick thank-you email can go a long way in showing your enthusiasm for the role. We recommend mentioning something specific from the interview to remind them of your conversation.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen. Plus, we love seeing candidates who take the initiative to engage directly with us.
We think you need these skills to ace Investment Managers\' Assistant in Royal Tunbridge Wells
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter for the Investment Managers' Assistant role. Highlight your organisational skills and attention to detail, as these are key qualities we’re looking for.
Showcase Your Communication Skills: Since strong communication is essential, use clear and concise language in your application. Don’t forget to mention any experience you have with client interactions or administrative support!
Be Yourself: We want to see your personality shine through! Share your enthusiasm for the role and how you can contribute to our team culture. A positive attitude goes a long way!
Apply Through Our Website: For the best chance of success, make sure to apply directly through our website. This helps us keep track of your application and ensures it reaches the right people quickly.
How to prepare for a job interview at Raymond James UK
✨Know Your Role Inside Out
Before the interview, make sure you thoroughly understand the responsibilities of an Investment Managers' Assistant. Familiarise yourself with the key tasks mentioned in the job description, like providing administrative support and handling client queries. This will help you demonstrate your knowledge and enthusiasm for the role.
✨Show Off Your Organisational Skills
Since this role requires strong organisational abilities, prepare examples from your past experiences where you've successfully managed multiple tasks or projects. Be ready to discuss how you keep things running smoothly, whether it's managing supplies or maintaining accurate records.
✨Practice Your Communication
As communication is key in this position, practice articulating your thoughts clearly and confidently. You might want to rehearse common interview questions and answers, focusing on how you would handle client communications and queries with professionalism and care.
✨Bring Ideas to the Table
The company values contributions to improve efficiency and client service, so think about some ideas you could share during the interview. Whether it’s a new way to streamline processes or enhance client interactions, showing initiative will set you apart as a proactive candidate.
