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- Tasks: Support Private Client Directors in managing client affairs and paperwork.
- Company: Dynamic investment management firm in the heart of London.
- Benefits: Competitive salary, professional development, and a vibrant work environment.
- Why this job: Join a team where your organisational skills can shine and make a difference.
- Qualifications: Experience in administration and strong communication skills required.
- Other info: Opportunity for growth in a fast-paced financial sector.
The predicted salary is between 35000 - 40000 £ per year.
We are looking for an experienced PA/Administrator to work with Private Client Directors.
Duties:
- Assist the Private Client Directors with the day-to-day running of their clients’ affairs.
- Prepare paperwork for new members and existing clients, liaising with the Compliance Team and other divisions as required.
- Provide cover within the Private Client Directors Assistant team and ensure that all telephone calls are taken and dealt with, or messages taken when the Private Client Director is unavailable.
- Attend individual and group meetings wherever possible.
- Assist with the collection and payment of losses and cash calls.
- Assist with the release and payment of profits and of surplus funds.
- Assist with the management and maintenance of funds.
- Ensure that the requirements of the investments are understood and that assistance is provided to the Private Client Directors in this regard.
- Report any likely breach of regulation or other compliance issues, money-laundering regulation immediately to the Compliance / Money-Laundering officer.
PA/Administrator – Investment Management. employer: Taylor James Resourcing
Contact Detail:
Taylor James Resourcing Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land PA/Administrator – Investment Management.
✨Tip Number 1
Network like a pro! Reach out to your connections in the investment management sector. We all know that sometimes it’s not just what you know, but who you know that can help you land that PA/Administrator role.
✨Tip Number 2
Prepare for those interviews! Research the company and the Private Client Directors you'll be working with. We want you to show them that you understand their needs and can handle the day-to-day running of clients’ affairs like a champ.
✨Tip Number 3
Practice your communication skills! As a PA/Administrator, you’ll be the go-to person for calls and messages. We suggest doing mock interviews or role-playing scenarios to get comfortable with handling various situations.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. We’re here to help you every step of the way, so let’s make sure you stand out from the crowd!
We think you need these skills to ace PA/Administrator – Investment Management.
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the PA/Administrator role in Investment Management. Highlight relevant experience and skills that match the job description, like your ability to manage client affairs and liaise with compliance teams.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for the role. Mention specific experiences that demonstrate your organisational skills and ability to handle sensitive information.
Showcase Your Communication Skills: As a PA/Administrator, communication is key. In your application, emphasise your ability to handle calls and messages professionally. Share examples of how you've effectively communicated with clients or team members in the past.
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of your application and ensures you don’t miss out on any important updates from us!
How to prepare for a job interview at Taylor James Resourcing
✨Know Your Role Inside Out
Before the interview, make sure you thoroughly understand the responsibilities of a PA/Administrator in investment management. Familiarise yourself with the key tasks mentioned in the job description, like assisting Private Client Directors and liaising with the Compliance Team. This will help you demonstrate your knowledge and show that you're genuinely interested in the role.
✨Prepare Relevant Examples
Think of specific examples from your past experience that showcase your skills in administration and client management. Be ready to discuss how you've handled similar tasks, such as preparing paperwork or managing client communications. This will give the interviewer confidence in your ability to perform the job effectively.
✨Showcase Your Communication Skills
As a PA/Administrator, strong communication is key. During the interview, practice clear and concise responses. You might even want to prepare a few questions to ask the interviewer about team dynamics or communication styles within the company. This shows that you value effective communication and are eager to fit into their culture.
✨Demonstrate Your Attention to Detail
In investment management, attention to detail is crucial. Bring along a portfolio of your work or examples of documents you've prepared in the past. Highlight how you ensure accuracy and compliance in your work, especially when it comes to financial matters. This will reassure the interviewer that you can handle sensitive information responsibly.
